MATHESON & ROCK WEALTH MANAGEMENT, LLC

Overview

Matheson & Rock Wealth Management, LLC is an SEC-registered advisory firm (registered in 2019) that focuses on portfolio management for individuals and small businesses and offers pension consulting services. The firm operates as a limited liability company with an individual owner and serves both individual/family and institutional clients. Its advisory approach centers on managed, discretionary portfolios with a fee model that includes percentage-of-AUM billing and other fee arrangements. Investment activity is tilted toward public pooled vehicles—mutual funds and similar public funds make up the largest share of invested assets—while the firm also allocates to private-market alternatives such as real estate and private credit. Matheson & Rock does not position itself as an ESG-driven manager and is not registered as a multistate adviser, suggesting a more geographically concentrated or single-state compliance footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices