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).
Current Firm Details
Roserock Wealth Management, LLC
By the Numbers
-
Total Assets Under Management171MILLION
-
Total Number of Accounts349ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Roserock Wealth Management, LLC
1
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 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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