CRD: 312279
Target Rock Wealth Management, LLC
$94.0M Total AUM
$94.0M Disc. AUM
-- 3Y CAGR
4 Employees
88 ADV. Clients
5 yrs Firm Age
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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2021
- Office Locations
- 2
Office Locations
445 Park Avenue Floor 9 NEW York NY
-- Princeton NJ
About Target Rock Wealth Management, LLC
Target Rock Wealth Management is a fee-only fiduciary RIA with two advisors serving families and individuals. The firm pairs financial planning with tax-efficient investment management, building portfolios aligned to client goals, anticipated life events, and values/impact preferences. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$23.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW P MCKEE
Chief Compliance Officer, PRINCIPAL, Wealth Advisor
- CRD
- #4663295
- Ownership
- 75% or more
Available
Available
Available
C
CHRISTINA A DE MARVAL
WEALTH ADVISOR
- CRD
- #2093787
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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ADRIAN TODD COLARUSSO
Wealth Advisor
- CRD
- #6501707
Available
Available
Available
G
GORDY TURNER ROGERS
--
- CRD
- #4282408
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,028,548 | $1,056,501 |
| Non-Discretionary | $0 | -- |
| Total | $94,028,548 | $1,056,501 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available Equity - OTC:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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