Rock Creek Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hillsboro, OR. Its latest Form ADV filing, dated March 18, 2026, reports $101M in regulatory assets under management, 3 employees, and 477 accounts.
Assets Under Management
$101M
Employees
3
Offices
--
Total Clients
241
Primary office
HILLSBORO, OR
1915 NE STUCKI AVENUE, STE 308, HILLSBORO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
214
2
HNWI
9.5%
23
3
Charitable
1.2%
3
4
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of March 18, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$101M
Total Accounts477
10Y AUM Change+$101M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee80:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.