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ROSEROCK WEALTH MANAGEMENT, LLC

CRD 288088 · SEC 801-120698

Visit website

5950 SHERRY LANE, SUITE 201, DALLAS, TX, 75225, United States

Phone

(214) 220-8989

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$275.0M

Discretionary AUM

$264.5M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals22$10.0M
High net worth individuals52$250.8M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD