$101.1M Total AUM
$101.1M Disc. AUM
-- 3Y CAGR
3 Employees
241 ADV. Clients
0 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2025
- Office Locations
- 1
Office Locations
1915 Stucki Avenue STE 308 Hillsboro OR
About Rock Creek Wealth Management
Rock Creek Wealth Management is a Hillsboro-based RIA. The firm has been operating for 0 years. Managing $101.1M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial.
Team overview
44 AVG AGE
$33.7M AVG AUM / ADVISOR
$419.7K AVG AUM / CLIENT
0.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
ROBERT RANDALL MORRISON
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #5419627
- Ownership
- 50% but less than 75%
Available
Available
Available
KYLE RYAN PARSONS
Financial Advisor, PRINCIPAL
- CRD
- #5734060
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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DANIEL W RETZLAFF
Financial Advisor
- CRD
- #5567976
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,145,657 | $212,045 |
| Non-Discretionary | $0 | -- |
| Total | $101,145,657 | $212,045 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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