CRD: 289603
Matheson & Rock Wealth Management, LLC
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-17-2017
- Office Locations
- 1
Office Locations
About Matheson & Rock Wealth Management, LLC
Matheson & Rock Wealth Management, LLC is a Davenport-based RIA. The firm has been operating for 8 years. Managing $530.0M in total assets under management, with 3 advisory representatives. They custody assets with American Funds and Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL ALLEN MATHESON
Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #2553786
- Ownership
- 25% but less than 50%
John David Rock
Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6649818
- Ownership
- 25% but less than 50%
Vector prime
Catalyst foundation meridian
- CRD
- #91473
- Ownership
- 18.1%
Showing 2 of 4 owners & executives
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Luke Jennings
Partner
- CRD
- #7473222
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,000,000 | $495,327 |
| Non-Discretionary | $0 | -- |
| Total | $530,000,000 | $495,327 |
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Separately Managed Accounts
Total SMA Asset: $530,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,170,621,494 | 23.4% |
| Equity - Exchange | $1,015,539,159 | 20.3% |
| Other | $1,185,629,462 | 23.7% |
| U.S. Government/Agency | $340,180,605 | 6.8% |
| Cash | $325,172,637 | 6.5% |
| Municipal Bonds | $965,512,601 | 19.3% |
| Total | $5,002,655,958 | 100.0% |