MATHESON & ROCK WEALTH MANAGEMENT, LLC

2322 E. Kimberly Road,
Suite 150n
Davenport, Iowa 52807
Tel: 800-682-3937

About MATHESON & ROCK WEALTH MANAGEMENT, LLC

MATHESON & ROCK WEALTH MANAGEMENT, LLC, formally registered with the SEC as MATHESON & ROCK WEALTH MANAGEMENT, LLC. The firm was established in 03/25/2019. They have over 1 offices throughout the country.

MATHESON & ROCK WEALTH MANAGEMENT, LLC is a Davenport, Iowa based Financial Planning firm with nearly $435,000,000 assets under management, offering retirement planning & investment advisory services to 1022 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289603
SEC#	801-114867
Assets Managed by Firm	$435,000,000
No. of Clients	1022
No. of Advisors	3

Fee Structure

A percentage of AUM
Other (% OF PLAN ASSETS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1022	$435,000,000
Individuals (other than high net worth individuals)	260	$120,000,000
High net worth individuals	140	$280,000,000
Charitable organizations	2	$21,000,000

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