TARGET ROCK WEALTH MANAGEMENT, LLC
CRD #312279 SEC #801-130008 NEW YORK, NY 914-580-4530
SEC Registered
Total AUM
$60.8M
Discretionary
$60.8M
Employees
3
Clients
51
Accounts
261
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $60.8M | $60.8M | $0 | 3 | 1 |
| Jun 2025 | $60.8M | $60.8M | $0 | 3 | 1 |
| May 2025 | $60.8M | $60.8M | $0 | 3 | 1 |
| Feb 2025 | $60.8M | $60.8M | $0 | 2 | 1 |
| Oct 2024 | $44.5M | $44.5M | $0 | 2 | 2 |
| May 2024 | $44.5M | $44.5M | $0 | 2 | 2 |
| Mar 2024 | $44.5M | $44.5M | $0 | 2 | 2 |
DateJul 2025
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees3
Clients1
DateJun 2025
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees3
Clients1
DateMay 2025
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees3
Clients1
DateFeb 2025
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees2
Clients1
DateOct 2024
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees2
Clients2
DateMay 2024
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees2
Clients2
DateMar 2024
Total AUM$44.5M
Discretionary$44.5M
Non-Disc.$0
Employees2
Clients2