MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD #289603 SEC #801-114867 DAVENPORT, IA 800-682-3937
SEC Registered
Total AUM
$435M
Discretionary
$330M
Employees
3
Clients
--
Accounts
1,022
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $435M | $330M | $105M | 3 | 0 |
| Jan 2024 | $386M | $286M | $100M | 2 | 0 |
| Sep 2023 | $340M | $246M | $94M | 2 | 0 |
| Jan 2023 | $340M | $246M | $94M | 2 | 0 |
| Dec 2022 | $319M | $245M | $74M | 2 | 0 |
| Feb 2022 | $300M | $203M | $97M | 2 | 0 |
| Nov 2021 | $220M | $152M | $68M | 2 | 0 |
| Nov 2021 | $220M | $152M | $68M | 2 | 0 |
| Jan 2021 | $170M | $0 | $170M | 2 | 0 |
| Jun 2020 | $142M | $0 | $142M | 2 | 0 |
| May 2020 | $142M | $0 | $142M | 3 | 0 |
| Jan 2020 | $142M | $0 | $142M | 3 | 0 |
| Feb 2019 | $110M | $0 | $110M | 2 | 0 |
DateJan 2025
Total AUM$435M
Discretionary$330M
Non-Disc.$105M
Employees3
Clients0
DateJan 2024
Total AUM$386M
Discretionary$286M
Non-Disc.$100M
Employees2
Clients0
DateSep 2023
Total AUM$340M
Discretionary$246M
Non-Disc.$94M
Employees2
Clients0
DateJan 2023
Total AUM$340M
Discretionary$246M
Non-Disc.$94M
Employees2
Clients0
DateDec 2022
Total AUM$319M
Discretionary$245M
Non-Disc.$74M
Employees2
Clients0
DateFeb 2022
Total AUM$300M
Discretionary$203M
Non-Disc.$97M
Employees2
Clients0
DateNov 2021
Total AUM$220M
Discretionary$152M
Non-Disc.$68M
Employees2
Clients0
DateNov 2021
Total AUM$220M
Discretionary$152M
Non-Disc.$68M
Employees2
Clients0
DateJan 2021
Total AUM$170M
Discretionary$0
Non-Disc.$170M
Employees2
Clients0
DateJun 2020
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees2
Clients0
DateMay 2020
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees3
Clients0
DateJan 2020
Total AUM$142M
Discretionary$0
Non-Disc.$142M
Employees3
Clients0
DateFeb 2019
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees2
Clients0