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TARGET ROCK WEALTH MANAGEMENT, LLC
CRD 312279 · SEC 801-130008
445 PARK AVENUE, FLOOR 9, NEW YORK, NY, 10022, United States
Phone
914-580-4530
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$94.0M
Discretionary AUM
$94.0M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $17.9M |
| High net worth individuals | 40 | $75.6M |
States served
CA, NJ, NY, TX, CT
All web addresses on file
Official SEC filing: View on IAPD