Matheson & Rock Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Davenport, IA. Its latest Form ADV filing, dated January 8, 2026, reports $530M in regulatory assets under management, 3 employees, and 1,070 accounts.
Assets Under Management
$530M
Employees
3
Offices
--
Total Clients
428
Primary office
DAVENPORT, IA
2322 E. KIMBERLY ROAD, SUITE 150N, DAVENPORT, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
265
2
HNWI
37.4%
160
3
Charitable
0.5%
2
4
Banks
0.2%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$530Mas of January 8, 2026
Discretionary100.0%
$530M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$530M
Total Accounts1,070
10Y AUM Change+$420M (+381.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee143:1
10Y Employee Change+1 (+50.0%)
* 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.