← Tributary

MATHESON & ROCK WEALTH MANAGEMENT, LLC

DAVENPORT, IA · CRD 289603 · IAPD ↗ · 800-682-3937

$530.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — MATHESON & ROCK WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($435.0M -> $530.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.