TARGET ROCK WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$94M
Discretionary
$94M
100% of AUM
Avg account
$1.1M
Accounts
89
Employees
4
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
312279
Registered since
April 25, 2024
Website
targetrockwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.37%
  • Individuals18.99%
  • Corporations / Businesses0.63%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Target Rock Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include an asset‑based fee, hourly billing, and fixed fees. Target Rock presents itself as a capital allocator and identifies as an active ESG investor. The firm registered with the SEC in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Exchange Traded Equities 21%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Derivatives 1%, Private Funds 1%69%
  • Public Funds/Mutual Funds69%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

3 of 4

  • MATTHEW MCKEE

    PrincipalCRD 4663295

  • CHRISTINA DE MARVAL

    Wealth AdvisorCRD 2093787

  • GORDY ROGERS

    Wealth AdvisorCRD 4282408

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
445 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

GRAVITY CAPITAL MANAGEMENT LLC

RIA

New York, NY

AUM $94MTEAM 2REPS 1

LUESINK STENSTROM FINANCIAL

RIA

New York, NY

AUM $94.1MTEAM 2REPS 2

WINGSPAN CAPITAL, LLC

RIA

New York, NY

AUM $94.5MTEAM 1REPS 1

MON CAPITAL MANAGEMENT LLC

RIA

New York, NY

AUM $95MTEAM 2REPS 2

OPPENHEIMER + CLOSE, LLC

RIA

New York, NY

AUM $93MTEAM 5REPS 6

SM INVESTORS

RIA

New York, NY

AUM $95.1MTEAM 2REPS 1
More RIAs in New York →All New York RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth