Rock Creek Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Rock Creek Wealth Management reports 241 clients. They include 214 individual clients, 23 high-net-worth individuals and 3 charitable organizations. Of its assets, 100.0% ($101M across 477 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 65% |
| High-net-worth individuals | 10% | 34% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 214 | $65.3M | 64.6% | $305K |
| High-net-worth individuals | 23 | $34.8M | 34.4% | $1.51M |
| Charitable organizations | 3 | $728K | 0.7% | $243K |
| Corporations and other businesses | 1 | $307K | 0.3% | $307K |
| Total | 241 | $101M | 100% | $420K |
- Clients
- 214
- Regulatory AUM
- $65.3M
- AUM share
- 64.6%
- Avg. per client
- $305K
- Clients
- 23
- Regulatory AUM
- $34.8M
- AUM share
- 34.4%
- Avg. per client
- $1.51M
- Clients
- 3
- Regulatory AUM
- $728K
- AUM share
- 0.7%
- Avg. per client
- $243K
- Clients
- 1
- Regulatory AUM
- $307K
- AUM share
- 0.3%
- Avg. per client
- $307K
Total
- Clients
- 241
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $420K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Rock Creek Wealth Management charges 0.25%–1.50% a year for its Investment Supervisory Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone Financial Planning and Consulting
- Hourly fee of $300, negotiable and set in the planning agreement; invoiced monthly or quarterly in arrears.
Kyle Parsons owns 50% to 75% of Rock Creek Wealth Management. The leadership team of Rock Creek Wealth Management includes Chief Compliance Officer Robert Morrison. It has 3 employees.
Leadership
Robert MorrisonPrincipal/Chief Compliance Officer
Kyle ParsonsPrincipal
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 50% to 75% of Rock Creek Wealth Management, LLC
Kyle Parsons
Control person · since June 2025
- Owns 50% to 75% of Rock Creek Wealth Management, LLC
Robert Morrison
Control person · since December 2019
Besides its headquarters, Rock Creek Wealth Management has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 1915 Ne Stucki Avenue, Ste 308, HillsboroHQ
Other business names
Rock Creek Wealth Management has reported 1 other business name to the SEC.
- Retzlaff Wealth Management
Contact and registration details
- Legal name
- Rock Creek Wealth Management, LLC
- Headquarters
- 1915 Ne Stucki Avenue, Ste 308, Hillsboro, OR 97006
- Website
- rockcreekwm.com
- Phone
- 503-505-7000
- SEC file
- 801-134659
- Structure
- Oregon LLC
- Fiscal year end
- December
Rock Creek Wealth Management uses LPL Financial ($101M) as custodian for its separately managed accounts. Rock Creek Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $101M100%
At year end, Rock Creek Wealth Management’s separately managed accounts were mostly in funds (86%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds86%
- Bonds1%
- Cash2%
- Other1%
- Derivatives1%
How many clients does Rock Creek Wealth Management have?
Rock Creek Wealth Management has 241 clients and manages $101 million for them, as of March 2026. They include 214 individual clients, 23 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Rock Creek Wealth Management offer?
Rock Creek Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Rock Creek Wealth Management charge?
Rock Creek Wealth Management charges 0.25%–1.50% a year for its Investment Supervisory Services. The fee is billed in advance and is negotiable.
Source: ROCK CREEK WEALTH MANAGEMENT FORM ADV PART 2A, filed 18 March 2026
Which custodians does Rock Creek Wealth Management use?
Rock Creek Wealth Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Rock Creek Wealth Management have?
Rock Creek Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rock Creek Wealth Management invest in?
At the end of its last fiscal year, Rock Creek Wealth Management’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% cash and equivalents, 1% state and local bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rock Creek Wealth Management?
Rock Creek Wealth Management’s direct owners are Kyle Parsons (50% to 75%) and Robert Morrison (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Rock Creek Wealth Management get paid?
Rock Creek Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rock Creek Wealth Management?
Rock Creek Wealth Management’s main office is at 1915 Ne Stucki Avenue, Ste 308, Hillsboro, OR 97006. Its phone number is 503-505-7000. Its website is rockcreekwm.com.