PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Rock Creek Wealth Management, LLC

● SEC registered since 2025CRD 336666SEC# 801-134659Hillsboro, OR
Export (members)
Reg. AUM
$101.1M
Employees
3
Accounts
477
Location
Hillsboro, OR

Rock Creek Wealth Management, LLC assets under management

Rock Creek Wealth Management, LLC operates as an SEC-registered investment adviser based in Hillsboro, OR. The firm has been registered since 2025. It reports $101.1 million in regulatory assets under management and employs 3 people.

Rock Creek Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kyle Ryan Parsons ControlPrincipal50-75%2025
Robert Randall Morrison ControlPrincipal/Chief Compliance Officer50-75%2019

Frequently asked questions

How much does Rock Creek Wealth Management, LLC manage?

Rock Creek Wealth Management, LLC reports $101.1 million in regulatory assets under management on its Form ADV.

How many employees does Rock Creek Wealth Management, LLC have?

Rock Creek Wealth Management, LLC reports 3 employees.

Where is Rock Creek Wealth Management, LLC located?

Rock Creek Wealth Management, LLC is based in Hillsboro, OR and has been SEC-registered since 2025.

Does Rock Creek Wealth Management, LLC disclose fund performance?

Rock Creek Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1915 NE Stucki Avenue, Ste 308, Hillsboro, OR 97006
Phone503-505-7000
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$101.1MNo change
Mar '26 — $101.1MApr '26 — $101.1MMay '26 — $101.1MJun '26 — $101.1M
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$101.1Mregulatory AUM
Discretionary $101.1M