MATHESON & ROCK WEALTH MANAGEMENT, LLC of DAVENPORT, IA is an SEC-registered investment adviser (CRD 289603). Regulatory assets under management: $530.0M.
Compensation: % of AUM, Other.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Michael Allen Matheson | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| John David Rock | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Dean Allen Rock | OWNER | — |
| Judy Ann Delvecchio | CHIEF COMPLIANCE OFFICER/MEMBER | — |
| MATHESON MICHAEL ALLEN | CHIEF COMPLIANCE OFFICER; MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| BEYER KERRY JOHN | MANAGING MEMBER | — |
| ROCK DEAN ALLEN | MANAGING MEMBER; OWNER; TRUSTEE | — |
| DELVECCHIO JUDY ANN | CHIEF COMPLIANCE OFFICER/MEMBER | — |
| Rock John David | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |