ROSEROCK WEALTH MANAGEMENT, LLC
CRD #288088 SEC #801-120698 DALLAS, TX (214) 220-8989
SEC Registered
Total AUM
$215.2M
Discretionary
$207M
Employees
2
Clients
51
Accounts
427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $215.2M | $207M | $8.2M | 2 | 0 |
| Jan 2025 | $215.2M | $207M | $8.2M | 2 | 0 |
| Apr 2024 | $170.5M | $163.6M | $6.9M | 2 | 0 |
| Apr 2024 | $170.5M | $163.6M | $6.9M | 2 | 0 |
| Mar 2024 | $170.5M | $163.6M | $6.9M | 2 | 0 |
| Apr 2023 | $132.7M | $127.4M | $5.3M | 2 | 0 |
| Feb 2023 | $132.7M | $127.4M | $5.3M | 2 | 0 |
| Apr 2022 | $138.2M | $132.5M | $5.7M | 2 | 0 |
| Mar 2022 | $138.2M | $132.5M | $5.7M | 2 | 0 |
| Mar 2021 | $107M | $98M | $9M | 2 | 0 |
DateFeb 2025
Total AUM$215.2M
Discretionary$207M
Non-Disc.$8.2M
Employees2
Clients0
DateJan 2025
Total AUM$215.2M
Discretionary$207M
Non-Disc.$8.2M
Employees2
Clients0
DateApr 2024
Total AUM$170.5M
Discretionary$163.6M
Non-Disc.$6.9M
Employees2
Clients0
DateApr 2024
Total AUM$170.5M
Discretionary$163.6M
Non-Disc.$6.9M
Employees2
Clients0
DateMar 2024
Total AUM$170.5M
Discretionary$163.6M
Non-Disc.$6.9M
Employees2
Clients0
DateApr 2023
Total AUM$132.7M
Discretionary$127.4M
Non-Disc.$5.3M
Employees2
Clients0
DateFeb 2023
Total AUM$132.7M
Discretionary$127.4M
Non-Disc.$5.3M
Employees2
Clients0
DateApr 2022
Total AUM$138.2M
Discretionary$132.5M
Non-Disc.$5.7M
Employees2
Clients0
DateMar 2022
Total AUM$138.2M
Discretionary$132.5M
Non-Disc.$5.7M
Employees2
Clients0
DateMar 2021
Total AUM$107M
Discretionary$98M
Non-Disc.$9M
Employees2
Clients0