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Trustee · Roserock Wealth Management, LLC

Gwin E. Huey

CRD 8041973 · Named on Form ADV at one SEC-registered adviser

At a glance

Roserock Wealth Management, LLC, an SEC-registered wealth manager based in Dallas, TX with $275 million in regulatory assets, lists Gwin E. Huey on its Form ADV as Trustee.

Firms and roles

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Gwin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ryan W. HueyPresident and Chief Compliance Officer, Roserock Wealth Management, LLC
  • Franklin L. MatuteInvestment Advisor Representative, Roserock Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gwin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.