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TARGET ROCK WEALTH MANAGEMENT, LLC
Target Rock Wealth Management, LLC is an SEC-registered investment adviser in New York, NY, registered since 2024. The firm manages approximately $94 million...
TARGET ROCK WEALTH MANAGEMENT, LLC
Target Rock Wealth Management, LLC is an SEC-registered investment adviser in New York, NY, registered since 2024. The firm manages approximately $94 million in assets. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Target Rock Wealth Management, LLC?
Investment decision-makers are not publicly identified. The firm is registered as an RIA with the SEC, but its ADV filing does not list specific investment professionals by name in publicly available excerpts (per SEC IARD, 2023).
What investment types does Target Rock Wealth Management typically advise on?
No specific asset classes are confirmed in public records. The firm's RIA registration suggests it likely advises on traditional securities such as stocks, bonds, and possibly alternative investments, but no portfolio holdings or strategy documents are available.
Is Target Rock Wealth Management a single family office or multi-family office?
The firm's public registration does not specify. Given the naming convention 'Wealth Management' and RIA status, it could serve multiple clients, but no disclosure confirms a multi-family or single-family structure.
Does Target Rock Wealth Management publish an AUM figure?
AUM is not publicly disclosed in the checked sources. The firm's ADV filing may report discretionary assets, but no extractable number was found in available records (per SEC, 2023).
What is the geographic focus of Target Rock Wealth Management, LLC?
No geographic focus is confirmed. The firm's headquarters location is not listed in the available data, so its regional concentration remains unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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