Roserock Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 30, 2026, reports $275M in regulatory assets under management, 2 employees, and 463 accounts.
Assets Under Management
$275M
Employees
2
Offices
--
Total Clients
74
Primary office
DALLAS, TX
5950 SHERRY LANE, SUITE 201, DALLAS, TX, United States
Top client segmentHNWI represent 70.3% of total clients.
Top client categories% of clientsClients
1
HNWI
70.3%
52
2
Individuals
29.7%
22
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$275Mas of April 30, 2026
Discretionary96.2%
$265M
96% of total RAUM96.2%
Non-discretionary3.8%
$11M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$275M
Total Accounts463
10Y AUM Change+$168M (+157.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.