# Matheson & Rock Wealth Management

Matheson & Rock Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289603
- **SEC file number:** 801-114867
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289603

## About

Matheson & Rock Wealth Management, LLC is an SEC-registered investment adviser in Davenport, IA, registered since 2019. The firm manages approximately $530 million in assets. It has 3 employees and 3 investment advisers.

## Questions

### Who are the principals or key people at Matheson & Rock Wealth Management?

Named principals are not available in public records or the firm's disclosures. The firm maintains a low public profile, and leadership names have not been published in verifiable sources.

### Is Matheson & Rock Wealth Management registered as an investment advisor?

Yes, the firm is registered as a Registered Investment Advisor with the Securities and Exchange Commission (per SEC registration data). This requires it to adhere to fiduciary standards and disclose conflicts of interest.

### What is the wealth origin of families served by Matheson & Rock Wealth Management?

The origin of wealth for the families served has not been publicly disclosed. The firm does not attribute its clients' capital to any specific industry or family branch.

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Last updated: 2026-07-06T01:24:20.921Z

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