Roserock Wealth Management, LLC

Roserock Wealth Management, LLC (CRD# 288088) is a financial advisory firm headquartered in Dallas, TX. They manage $170,500,000 in 349 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $488,539
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Roserock Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan W. Huey
CRD#: 4509766
5950 Sherry Lane, Suite 201, Dallas, TX 75225

Ryan Huey (CRD# 4509766) is an Investment Advisor Representative working at Roserock Wealth Management, LLC in Dallas, TX and has over 21 years of experience in the finance industry.

2
Franklin L. Matute
CRD#: 5147408
5950 Sherry Lane, Suite 201, Dallas, TX 75225

Franklin Matute (CRD# 5147408) is an Investment Advisor Representative working at Roserock Wealth Management, LLC in Dallas, TX and has over 12 years of experience in the finance industry.

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