This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$94.0MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$94.0M

Private client RAUM

$93.4MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$23.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

4Schedule D 1.F, beyond the principal office

Accounts

89

Individual clients

48

High net worth clients

40

Custody, client assets

$8.6M

SEC number

801-130008

CRD

312279

Filings on the tape

10

First filed

Mar 26, 2024

Latest filed

Apr 24, 2026

Organised

Limited Liability Company, NY

• Occurred

  Mar 26, 2024
  First Form ADV filing

  Target Rock Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5eb35ebe-71c1-52ff-24bd-b52f03a7f605

First observed

Mar 26, 2024

Last observed

Apr 24, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.