# MATHESON & ROCK WEALTH MANAGEMENT, LLC

MATHESON & ROCK WEALTH MANAGEMENT, LLC of DAVENPORT, IA is an SEC-registered investment adviser.

## Registration

- CRD: 289603
- Type: SEC-registered investment adviser
- SEC file number: 801-114867
- Location: 2322 E. KIMBERLY ROAD,, SUITE 150N, DAVENPORT, IA, 52807
- Phone: 800-682-3937
- Latest filing: 2026-01-08
- Regulatory AUM: $530.0M
- Discretionary AUM: $530.0M
- Clients: 3
- Accounts: 1,070

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pensions

## Officers, owners & control persons (9)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289603/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289603/similar
- Related entities: https://search.stillhousedata.com/firm/289603/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289603

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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.