SourcingSourcing

TARGET ROCK WEALTH MANAGEMENT, LLC

C33
CRD 312279·SEC 801-130008·NEW YORK, NY
AUM
$94.0M
$25M-$100M
Est. Revenue
$940K
@ 1% on AUM
Est. EBITDA
$282K
@ 30% margin
Est. Deal Value
$2.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TARGET ROCK WEALTH MANAGEMENT, LLC
CRD
312279
SEC file #
801-130008
EIN
—
DBA names
—

Economics

AUM
$94.0M
AUM band
$25M-$100M
AUM trajectory
'25'26
$60.8M → $94.0M▲ +55%
Client mix
Individuals Other48
Individuals High Net Worth40

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
facebook.com/targetrockwealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKEE, MATTHEW, P
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCKEE, MATTHEW, P
DE MARVAL, CHRISTINA, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:targetrock.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4663295
Trust Company Affiliate
No

People (4)

4
MCKEE, MATTHEW, P
IAR · Direct Owner · 87.5%
4663295
DE MARVAL, CHRISTINA, A
IAR · Executive Officer · 2.5%
2093787
ADRIAN TODD COLARUSSO
IAR
6501707
GORDY TURNER ROGERS
IAR
4282408