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ROCK CREEK WEALTH MANAGEMENT
ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666 · SEC 801-134659
1915 NE STUCKI AVENUE, STE 308, HILLSBORO, OR, 97006, United States
Phone
503-505-7000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$101.1M
Discretionary AUM
$101.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 214 | $65.3M |
| High net worth individuals | 23 | $34.8M |
| Charitable organizations | 3 | $728K |
| Corporations/business entities | 1 | $307K |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD