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ROCK CREEK WEALTH MANAGEMENT, LLC

dba ROCK CREEK WEALTH MANAGEMENT · CRD 336666 · Registered Investment Adviser

ROCK CREEK WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in HILLSBORO, OR. The firm reports $101,145,657 in regulatory assets under management across 477 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$101,145,657
Non-discretionary$0
Total RAUM$101,145,657
Accounts477

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 336666. adviserinfo.sec.gov/firm/summary/336666.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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