# ROSEROCK WEALTH MANAGEMENT, LLC

ROSEROCK WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 288088
- Type: SEC-registered investment adviser
- SEC file number: 801-120698
- Location: 5950 SHERRY LANE, SUITE 201, DALLAS, TX, 75225
- Phone: (214) 220-8989
- Latest filing: 2026-04-30
- Regulatory AUM: $275.0M
- Discretionary AUM: $264.5M
- Non-discretionary AUM: $10.5M
- Clients: 2
- Accounts: 463

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Ryan William Huey | PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Franklin Leonardo Matute | INVESTMENT ADVISOR REPRESENTATIVE | — |
| Gwin Estes Huey | TRUSTEE | — |
| HUEY RYAN WILLIAM | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288088/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288088/similar
- Related entities: https://search.stillhousedata.com/firm/288088/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288088

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.