Matheson & Rock Wealth Management, LLC
Matheson & Rock Wealth Management, LLC (CRD# 289603) is a financial advisory firm headquartered in Davenport, IA. They manage $386,000,000 in 957 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Matheson & Rock Wealth Management, LLC
By the Numbers
-
Total Assets Under Management386MILLION
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Total Number of Accounts957ACCOUNTS
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Average Account Value$403,344
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IA, IL, IN, LA, TX, WI
Financial Advisors at Matheson & Rock Wealth Management, LLC
1
Michael Matheson (CRD# 2553786) is an Investment Advisor Representative working at Matheson & Rock Wealth Management, LLC in Davenport, IA and has over 29 years of experience in the finance industry.
2
John Rock (CRD# 6649818) is an Investment Advisor Representative working at Matheson & Rock Wealth Management, LLC in Davenport, IA and has over 7 years of experience in the finance industry.
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