AdvisorOS Directory
Claim Profile
JD

Judy Ann Delvecchio

MATHESON & ROCK WEALTH MANAGEMENT, LLC·DAVENPORT, Iowa
Unclaimed Profile
2322 E. KIMBERLY ROAD,, DAVENPORT, IA 52807CRD# 6504253Firm CRD# 289603
01

About

Judy Ann Delvecchio is a registered financial advisor based in DAVENPORT, Iowa, affiliated with MATHESON & ROCK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MATHESON & ROCK WEALTH MANAGEMENT, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLC
AUM
$386M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MATHESON & ROCK WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Other: % OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 6504253
Firm CRD# 289603
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DAVENPORT?

Browse all registered financial advisors in DAVENPORT, Iowa or claim this profile if it's yours.

Browse DAVENPORT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Judy Ann Delvecchio offer?
Judy Ann Delvecchio specializes in Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.
What are Judy Ann Delvecchio's credentials?
Judy Ann Delvecchio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Judy Ann Delvecchio located?
Judy Ann Delvecchio is based in DAVENPORT, Iowa, working with MATHESON & ROCK WEALTH MANAGEMENT, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.
How does Judy Ann Delvecchio charge for services?
Judy Ann Delvecchio's firm is compensated through percentage of aum, other: % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATHESON & ROCK WEALTH MANAGEMENT, LLC?
MATHESON & ROCK WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DAVENPORT
Christine Ann Mcelvania — QUAD-CITIES INVESTMENT GROUP, LLCNathan David Westcomb — AUSDAL FINANCIAL PARTNERS, INC.June Clark Ausdal — AUSDAL FINANCIAL PARTNERS, INC.Robert Burns Jr Ausdal — AUSDAL FINANCIAL PARTNERS, INC.Ivana M Shumberg — AUSDAL FINANCIAL PARTNERS, INC.
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile