Matheson & Rock Wealth Management, LLC

Overview

Matheson & Rock Wealth Management, LLC is an SEC registered investment adviser based in Davenport, IA, registered since 2017. It reports $53M in assets under management across 1,070 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$53M

Discretionary

100%

Accounts

1,070

Average account

$495K

Employees

3

Advisory reps

3

Registered since

2017

Jurisdictions

8

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting

Client types

• Banks or Thrifts
• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 4

• Dean Allen Rock Owner CRD 727687
• Judy Ann Delvecchio Chief Compliance Officer, Member CRD 6504253
• John David Rock Member, Ia Representative CRD 6649818

1 more executive officer, with direct contact details

Advisory reps 3 of 3

• Luke Jennings Investment Adviser Rep CRD 7473222
• Michael Allen Matheson Investment Adviser Rep CRD 2553786
• John David Rock Insurance Agent · Investment Adviser Rep CRD 6649818

Location

Headquarters

2322 E Kimberly Rd Ste 150N
Davenport, IA 52807

County

Scott

Metro area

Davenport-Moline-Rock Island, IA-IL

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions

Every state, with registration dates

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