Target Rock Wealth Management, LLC

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Client assets under management

$93,435,046

Clients

45% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$1,061,762

About

Target Rock Wealth Management LLC provides discretionary investment management and financial planning primarily to affluent and high-net-worth individuals, and also serves institutions and organizations, overseeing roughly $94 million in client assets across about 88 accounts. Services described in the brochure include portfolio management (covering stocks, bonds, mutual funds, ETFs and cash equivalents), ongoing and project-based financial planning, and the use of sub‑advisors such as SpiderRock Advisors and Aperio Group for certain client accounts.

The firm generally emphasizes passive portfolio construction supplemented by fundamental analysis and may incorporate ESG or socially conscious screens at a client’s request, while also referring clients to outside managers and monitoring those managers for suitability. Accounts are managed on a discretionary basis with regular (quarterly) reviews, clients may impose reasonable written restrictions, and TRWM offers bundled planning/management programs tailored for groups such as medical professionals.

Notably, the brochure discloses that TRWM pays and receives client referrals through outside promoters and platforms — naming Zoe Financial, SmartAsset Advisors, Wealthramp, and Willow Partner Advisors — and that the firm has engaged in sponsorships of client events. The firm also discloses marketing practices that are uncommon among peers, including the use of endorsements, testimonials, and the advertising of performance results, which prospective clients may want to weigh alongside the firm’s custodial and referral arrangements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Mid-Career Professionals Established Professionals

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $500 to $20,000, negotiated per client.

Percentage

$0 - $500,000: 1.45% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.50%

Project-based

Hourly financial planning engagements at $375 per hour with a 2-hour minimum.

Subscriptions

Ongoing financial planning fees range from $200 to $2,000 per month or $600 to $6,000 per quarter, paid monthly or quarterly in advance.

Other

Account minimum: $500,000 Minimum fee: Ongoing comprehensive financial planning initial fee ranges from $500 to $1,000; ongoing fee ranges from $200 to $2,000 per month or $600 to $6,000 per quarter; fees are negotiable and may be waived. Fee-only: Financial planning fees are offered on a fixed fee basis ($500 to $20,000 depending on complexity) or hourly basis ($375 per hour with 2-hour minimum). Ongoing financial planning fees also apply.

Main office location

Target Rock Wealth Management, LLC

445 Park Avenue, Floor 9

New York NY 10022, United States

Number of offices

Most active in

California · Connecticut · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 914-580-4530

Advisors at this firm

Gordy R

Series 63, Series 65

New York, NY

Target Rock Wealth Management, LLC

Gordy Rogers is a financial advisor at Target Rock Wealth Management, LLC with Series 63 and Series 65 credentials. He has experience in professional trading from his 20-year tenure at E*TRADE Professional Trading, LLC and prior roles in therapy and equity partnerships. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, focusing on discretionary investment management and financial planning. The firm emphasizes passive index-based portfolios combined with fundamental analysis and offers customized ESG portfolios upon request.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Doctor or Medical Professional Founder/Business Owner Mid-Career Professionals Established Professionals

Matthew M

CFP®, CFA®, Series 63

New York, NY

Target Rock Wealth Management, LLC

Matthew Mckee is a CFP® and CFA® with nine years of industry experience. He is currently with Target Rock Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Samalin Investment Counsel and Gabelli Funds. Outside of finance, he is a co-founder of Up End Distilling, a distilled spirits business. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs a combination of passive index-based funds, fundamental analysis, and due diligence, and can create customized ESG portfolios upon client request.

Christina D

CFA®, Series 63

New York, NY

Target Rock Wealth Management, LLC

Christina De Marval is a CFA® charterholder affiliated with Target Rock Wealth Management, LLC in New York, NY. She has one year of industry experience, including a brief tenure at JP Morgan Private Bank. Outside of her advisory role, she volunteers with Savvy Ladies Inc., a nonprofit that provides free financial education to women. Target Rock Wealth Management serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm employs passive index-based funds and ETFs alongside fundamental analysis, and it can create customized ESG portfolios upon client request.

Adrian C

CFP®, CFA®, Series 66

Princeton, NJ

Target Rock Wealth Management, LLC

Adrian Colarusso is a CFP® and CFA® with 10 years of industry experience. He is currently an Investment Adviser Representative at Target Rock Wealth Management, LLC and Willow Partner Advisors, LLC. Prior to this, he spent six years at BlackRock Investments, LLC. Target Rock Wealth Management primarily serves affluent and high-net-worth individuals as well as institutions, offering discretionary investment management and financial planning. The firm uses a combination of passive index-based funds, ETFs, fundamental analysis, and due diligence, and it can create customized ESG portfolios upon request.

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