$275.0M Total AUM
$264.5M Disc. AUM
27.5% 3Y CAGR
2 Employees
74 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2017
- Office Locations
- 1
Office Locations
5950 Sherry Lane Suite 201 Dallas TX
About Roserock Wealth Management, LLC
RoseRock Wealth Management is a Dallas-based, fee-only fiduciary RIA providing comprehensive financial planning and long-term, plan-driven investment management. Led by CFPs Ryan W. Huey and Franklin Matute, the firm brings 30+ years of wealth management experience and has been recognized 15 years on D Magazine’s Best Financial Planner in Dallas list.
Team overview
42 AVG AGE
$137.5M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Owner & Executives
FRANKLIN LEONARDO MATUTE
INVESTMENT ADVISOR REPRESENTATIVE, Wealth Manager
- CRD
- #5147408
- Ownership
- 10% but less than 25%
Available
Available
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RYAN WILLIAM HUEY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4509766
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $264,500,000 | $572,511 |
| Non-Discretionary | $10,500,000 | $10,500,000 |
| Total | $275,000,000 | $593,952 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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