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Matheson & Rock Wealth Management, LLC

Headquartered in DAVENPORT, IA

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Firm Information

Matheson & Rock Wealth Management, LLC is an investment advisor located in Davenport, IA. The firm has 3 investment adviser representatives and manages approximately $435 million in assets for 1,022 clients. Their advisory services include portfolio management for individuals and pension consulting. They cater to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and banking or thrift institutions.

Matheson & Rock Wealth Management, LLC

2322 E. KIMBERLY ROAD,

DAVENPORT, IA 52807

$435.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of plan assets

Branch Locations (1)

MATHESON & ROCK WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

DAVENPORT, IA

Advisors at Matheson & Rock Wealth Management, LLC

View All 2 Advisors
Unclaimed
Luke Jennings

RA

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John David Rock

RA

DAVENPORT, IA

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Unclaimed
Michael Allen Matheson

RA

DAVENPORT, IA

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Disclosures

There are no public disclosures for Matheson & Rock Wealth Management, LLC.

Frequently Asked Questions (6)

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