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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DE MARVAL, CHRISTINA, A | I | WEALTH ADVISOR | NA | |
| DE MARVAL, CHRISTINA, A | I | WEALTH ADVISOR | NA | |
| DE MARVAL, CHRISTINA, A | I | WEALTH ADVISOR | NA | |
| MCKEE, MATTHEW, P | I | PRINCIPAL & CCO | E | Control |
| MCKEE, MATTHEW, P | I | PRINCIPAL & CCO | E | Control |
| MCKEE, MATTHEW, P | I | PRINCIPAL & CCO | E | Control |
| MCKEE, MATTHEW, P | I | PRINCIPAL & CCO | E | Control |
| MCKEE, MATTHEW, P | I | PRINCIPAL & CCO | E | Control |
| MCKEE, MATTHEW, P | I | PRINCIPAL & CCO | E | Control |
| MCKEE, MATTHEW, P | I | PRINCIPAL & CCO | E | Control |
Registrations
Federal
IA
Jul 28, 2025 REGISTERED
Notice Filings (5)
CA CT NJ NY TX
Address
445 PARK AVENUEFLOOR 9
NEW YORK, NY 10022
United States
Phone: 914-580-4530