Active
MATHESON & ROCK WEALTH MANAGEMENT, LLC
Investment Advice|DAVENPORT, IA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$435M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 330.0M |
| Non-Discretionary | 105.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 289603 |
| SEC Number | 801-114867 |
| Street Address | 2322 E. KIMBERLY ROAD, |
| Street Address 2 | SUITE 150N |
| Location | DAVENPORT, IA 52807 |
| Country | United States |
| Phone | 800-682-3937 |
| Fax | 563-355-7640 |
| Total Employees | 3 |
Client Count by Type (403 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 260 |
| High Net Worth Individual… | 140 |
| Charitable Organizations | 2 |
| Banking/Thrift Institutio… | 1 |
Community Partners
CITY OF BETTENDORF
CITY OF BLUE GRASS
CITY OF BUFFALO
CITY OF DAVENPORT
CITY OF DIXON
CITY OF DONAHUE
CITY OF ELDRIDGE
CITY OF LE CLAIRE
CITY OF LONG GROVE
CITY OF MAYSVILLE
CITY OF MCCAUSLAND
CITY OF NEW LIBERTY
CITY OF PANORAMA PARK
CITY OF PRINCETON
CITY OF RIVERDALE
CITY OF WALCOTT
COUNTY OF SCOTT
CITY OF BETTENDORF
CITY OF BLUE GRASS
CITY OF BUFFALO
CITY OF DAVENPORT
CITY OF DIXON
CITY OF DONAHUE
CITY OF ELDRIDGE
CITY OF LE CLAIRE
CITY OF LONG GROVE
CITY OF MAYSVILLE
CITY OF MCCAUSLAND
CITY OF NEW LIBERTY
CITY OF PANORAMA PARK
CITY OF PRINCETON
CITY OF RIVERDALE
CITY OF WALCOTT
COUNTY OF SCOTT
CITY OF BETTENDORF
CITY OF BLUE GRASS
CITY OF BUFFALO
CITY OF DAVENPORT
CITY OF DIXON
CITY OF DONAHUE
CITY OF ELDRIDGE
CITY OF LE CLAIRE
CITY OF LONG GROVE
CITY OF MAYSVILLE
CITY OF MCCAUSLAND
CITY OF NEW LIBERTY
CITY OF PANORAMA PARK
CITY OF PRINCETON
CITY OF RIVERDALE
CITY OF WALCOTT
COUNTY OF SCOTT
Municipal Government
17 Active
17
Organizations
DONAHUE BENEFITED FIRE DISTRICT 5
PARKVIEW SANITARY DISTRICT
SCOTT COUNTY E911 SERVICE BOARD
SCOTT COUNTY FIRE PROTECTION DISTRICT 1
SCOTT COUNTY FIRE PROTECTION DISTRICT 2
SCOTT COUNTY FIRE PROTECTION DISTRICT 3
SCOTT COUNTY FIRE PROTECTION DISTRICT 4
SCOTT COUNTY SOIL CONSERVATION DISTRICT
SCOTT COUNTY WASTE COMMISSION/SOLID WASTE MANAGEMENT AGENCY
WALCOTT FIRE DISTRICT 6
WASTE COMMISSION OF SCOTT COUNTY
DONAHUE BENEFITED FIRE DISTRICT 5
PARKVIEW SANITARY DISTRICT
SCOTT COUNTY E911 SERVICE BOARD
SCOTT COUNTY FIRE PROTECTION DISTRICT 1
SCOTT COUNTY FIRE PROTECTION DISTRICT 2
SCOTT COUNTY FIRE PROTECTION DISTRICT 3
SCOTT COUNTY FIRE PROTECTION DISTRICT 4
SCOTT COUNTY SOIL CONSERVATION DISTRICT
SCOTT COUNTY WASTE COMMISSION/SOLID WASTE MANAGEMENT AGENCY
WALCOTT FIRE DISTRICT 6
WASTE COMMISSION OF SCOTT COUNTY
DONAHUE BENEFITED FIRE DISTRICT 5
PARKVIEW SANITARY DISTRICT
SCOTT COUNTY E911 SERVICE BOARD
SCOTT COUNTY FIRE PROTECTION DISTRICT 1
SCOTT COUNTY FIRE PROTECTION DISTRICT 2
SCOTT COUNTY FIRE PROTECTION DISTRICT 3
SCOTT COUNTY FIRE PROTECTION DISTRICT 4
SCOTT COUNTY SOIL CONSERVATION DISTRICT
SCOTT COUNTY WASTE COMMISSION/SOLID WASTE MANAGEMENT AGENCY
WALCOTT FIRE DISTRICT 6
WASTE COMMISSION OF SCOTT COUNTY
Special District
11 Active
11
Organizations
BETTENDORF COMMMUNITY SCHOOL DISTRICT
DAVENPORT COMMMUNITY SCHOOL DISTRICT
EASTERN IOWA COMMUNITY COLLEGE
NORTH SCOTT COMMUNITY SCHOOL DISTRICT
PLEASANT VALLEY COMMUNITY SCHOOL DISTRICT
BETTENDORF COMMMUNITY SCHOOL DISTRICT
DAVENPORT COMMMUNITY SCHOOL DISTRICT
EASTERN IOWA COMMUNITY COLLEGE
NORTH SCOTT COMMUNITY SCHOOL DISTRICT
PLEASANT VALLEY COMMUNITY SCHOOL DISTRICT
BETTENDORF COMMMUNITY SCHOOL DISTRICT
DAVENPORT COMMMUNITY SCHOOL DISTRICT
EASTERN IOWA COMMUNITY COLLEGE
NORTH SCOTT COMMUNITY SCHOOL DISTRICT
PLEASANT VALLEY COMMUNITY SCHOOL DISTRICT
School District
5 Active
5
Organizations
100 BLACK MEN OF THE QUAD-CITITES INC
212 STEAM LABS
28 QUAD CITY GROUP
3 MINUTES OUT INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
53rd Street Singers Inc
700 BOWLING CLUBS OF AMERICA
A A ILLOWA INTERGROUP
AAU IOWA FOOTBALL CLUB
ACEY DUCEY SQUARE DANCE CLUB
ACHOT
ACTING FOR EDUCATION INCORPORATION
100 BLACK MEN OF THE QUAD-CITITES INC
212 STEAM LABS
28 QUAD CITY GROUP
3 MINUTES OUT INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
53rd Street Singers Inc
700 BOWLING CLUBS OF AMERICA
A A ILLOWA INTERGROUP
AAU IOWA FOOTBALL CLUB
ACEY DUCEY SQUARE DANCE CLUB
ACHOT
ACTING FOR EDUCATION INCORPORATION
100 BLACK MEN OF THE QUAD-CITITES INC
212 STEAM LABS
28 QUAD CITY GROUP
3 MINUTES OUT INC
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
53rd Street Singers Inc
700 BOWLING CLUBS OF AMERICA
A A ILLOWA INTERGROUP
AAU IOWA FOOTBALL CLUB
ACEY DUCEY SQUARE DANCE CLUB
ACHOT
ACTING FOR EDUCATION INCORPORATION
Nonprofit Organization
1166 Active
1166
Organizations
Community Partners83 organizations
CITY OF BETTENDORF
Municipal Government·BETTENDORF
CITY OF BUFFALO
Municipal Government·BUFFALO
CITY OF DAVENPORT
Municipal Government·DAVENPORT
CITY OF DIXON
Municipal Government·DIXON
CITY OF DONAHUE
Municipal Government·DONAHUE
CITY OF LE CLAIRE
Municipal Government·LE CLAIRE
CITY OF MAYSVILLE
Municipal Government·MAYSVILLE
CITY OF NEW LIBERTY
Municipal Government·NEW LIBERTY
CITY OF PANORAMA PARK
Municipal Government·PLEASANT VALLEY
CITY OF PRINCETON
Municipal Government·PRINCETON
CITY OF RIVERDALE
Municipal Government·RIVERDALE
DONAHUE BENEFITED FIRE DISTRICT 5
Special District·DONAHUE
PARKVIEW SANITARY DISTRICT
Special District·ELDRIDGE
SCOTT COUNTY E911 SERVICE BOARD
Special District·DAVENPORT
SCOTT COUNTY FIRE PROTECTION DISTRICT 1
Special District·PRINCETON
SCOTT COUNTY FIRE PROTECTION DISTRICT 2
Special District·MC CAUSLAND
SCOTT COUNTY FIRE PROTECTION DISTRICT 4
Special District·LONG GROVE
SCOTT COUNTY SOIL CONSERVATION DISTRICT
Special District·DAVENPORT
WALCOTT FIRE DISTRICT 6
Special District·WALCOTT
WASTE COMMISSION OF SCOTT COUNTY
Special District·DAVENPORT
100 BLACK MEN OF THE QUAD-CITITES INC
Nonprofit Organization·DAVENPORT
212 STEAM LABS
Nonprofit Organization·Bettendorf
28 QUAD CITY GROUP
Nonprofit Organization·Davenport
3 MINUTES OUT INC
Nonprofit Organization·ELDRIDGE
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Walcott
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Walcott
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Long Grove
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Long Grove
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bettendorf
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Blue Grass
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Davenport
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Blue Grass
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Long Grove
53rd Street Singers Inc
Nonprofit Organization·Davenport
700 BOWLING CLUBS OF AMERICA
Nonprofit Organization·Davenport
A A ILLOWA INTERGROUP
Nonprofit Organization·Davenport
AAU IOWA FOOTBALL CLUB
Nonprofit Organization·Bettendorf
ACEY DUCEY SQUARE DANCE CLUB
Nonprofit Organization·Davenport
ACHOT
Nonprofit Organization·Davenport
ACTING FOR EDUCATION INCORPORATION
Nonprofit Organization·Davenport
ADLER THEATER FOUNDATION
Nonprofit Organization·BETTENDORF
ADVANCED TECHNOLOGY ENVIRONMENTAL EDUCATION CENTER
Nonprofit Organization·Bettendorf
AERIAL PROMOTIONS INC
Nonprofit Organization·ELDRIDGE
AFIKPO ORGANIZATION
Nonprofit Organization·Bettendorf
AFRICAN AMERICAN HERITAGE CENTER
Nonprofit Organization·davenport
AGLOW INTERNATIONAL
Nonprofit Organization·Bettendorf
A&J CHILDHOOD CANCER FUND
Nonprofit Organization·DAVENPORT
ALAN SHEPARD PARENT TEACHER ORGANIZATION
Nonprofit Organization·Long Grove
ALCOA RETIREES CLUB
Nonprofit Organization·Davenport
ALES FOUNDATION
Nonprofit Organization·DAVENPORT
ALEXANDER FOUNDATION
Nonprofit Organization·Bettendorf
ALL SAINTS CATHOLIC SCHOOL
Nonprofit Organization·DAVENPORT
ALL VETERANS MEMORIAL ASSOCIATION
Nonprofit Organization·Davenport
ALUMINUM WORKERS INTERNATIONAL LOCAL UNION NO 105 BUILDING CORPOR
Nonprofit Organization·Bettendorf
AMALGAMATED TRANSIT UNION
Nonprofit Organization·Davenport
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·davenport
AMERICAN BUSINESS WOMENS ASSN
Nonprofit Organization·DAVENPORT
AMERICAN BUSINESS WOMENS ASSOCIATION
Nonprofit Organization·Davenport
AMERICAN CHIROPRACTIC BOARD OF
Nonprofit Organization·DAVENPORT
AMERICAN CHIROPRACTIC REGISTRY OF RADIOLOGIC TECHN
Nonprofit Organization·DAVENPORT
AMERICAN DENTAL ASSISTANT ASSOCIATION BLACKHAWK ASSISTANT
Nonprofit Organization·Davenport
AMERICAN DENTAL ASSISTANTS ASSOCIATION
Nonprofit Organization·Davenport
AMERICAN DENTAL ASSISTANTS ASSOCIATION
Nonprofit Organization·Davenport
AMERICAN DENTAL ASSISTANTS ASSOCIATION
Nonprofit Organization·Davenport
AMERICAN DENTAL ASSISTANTS ASSOCIATION
Nonprofit Organization·Davenport
AMERICAN DENTAL ASSISTANTS ASSOCIATION
Nonprofit Organization·Davenport
AMERICAN DENTAL ASSISTANTS ASSOCIATION
Nonprofit Organization·Davenport
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Davenport
AMERICAN FEDERATION OF MUSICIANS OF THE US & CANADA
Nonprofit Organization·Davenport
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·DAVENPORT