LP Profile

RoseRock Wealth Management

Also known as roserock wealth

Wealth ManagerDallas, United StatesFounded 2017
$138M
Assets Under Management
Dallas
Headquarters
Investment Focus

About RoseRock Wealth Management

RoseRock Wealth Management is a wealth manager based in Dallas, US. Founded in 2017. Reported AUM: 138 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to RoseRock Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$275.0M
Total Clients
463
Filing Date
April 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to RoseRock Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is RoseRock Wealth Management?

RoseRock Wealth Management is a wealth manager based in Dallas, United States, managing approximately $138M in assets.

Where is RoseRock Wealth Management headquartered?

RoseRock Wealth Management is headquartered in Dallas, United States.

How much does RoseRock Wealth Management manage?

RoseRock Wealth Management manages approximately $138M in assets under management.

When was RoseRock Wealth Management founded?

RoseRock Wealth Management was founded in 2017.

How can I contact RoseRock Wealth Management?

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