Rock Creek Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$100,110,555
Clients
237
Advisors
3
of 3 employees
About
Rock Creek Wealth Management concentrates its services on corporations, partnerships, charitable organizations and other non‑retail entities rather than individual retail or high‑net‑worth households. The firm offers discretionary investment supervisory services, financial planning and consulting, and retirement‑plan related advice, and typically requires clients to custody assets at an independent qualified custodian through the LPL Strategic Wealth Management program.
RCWM implements portfolios under discretionary authority, employing asset allocation and fundamental analysis and engaging third‑party Independent Managers as part of its investment process; it commonly recommends mutual funds, ETFs, REITs, bonds and listed securities and monitors and rebalances accounts on an ongoing basis. Financial planning and consulting are provided both in coordination with ongoing portfolio management and, when delivered as a separate engagement, on an hourly basis.
Distinctive aspects of the firm include an expressed focus on retirement‑plan and rollover guidance (including attention to ERISA/rollover fiduciary considerations) and the presence of a CPFA credential among its principals, which signals a plan‑specialist capability in practice. Operationally, RCWM uses LPL’s SWM platform and discloses the resulting custodial and dual‑registration arrangements (including that associated persons may be registered with LPL for separate brokerage or insurance business but do not earn commissions on RCWM advisory accounts), a setup that shapes its execution and client servicing compared with many peers.
Client services
Expertise
Fee options
$0+: 0.25% +: up to 1.50%
$300 per hour, negotiable
Main office
1915 NE Stucki Avenue, Ste 308
Hillsboro OR 97006
Advisors at this office
3
Most active in
California · Oregon · Texas · Washington
Also doing business as
Retzlaff Wealth Management · Rock Creek Wealth Management · Rock Creek Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kyle P
Series 63, Series 65
Hillsboro, OR
Rock Creek Wealth Management
Kyle Parsons is a financial advisor at Rock Creek Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Parsons has been involved in providing investment advisory services through Cross Financial Advisors, an independent registered investment advisor. Rock Creek Wealth Management is an SEC-registered investment manager that serves primarily institutional and pooled-vehicle clients, offering discretionary investment supervisory services alongside financial planning and consulting. The firm employs an asset allocation and fundamental analysis approach within a longer-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.
Daniel R
Series 66
Hillsboro, OR
Rock Creek Wealth Management
Daniel Retzlaff is a financial advisor at Rock Creek Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cross Financial Advisors, LLC and LPL Financial. Rock Creek Wealth Management is an SEC-registered investment manager that provides discretionary investment supervisory services and financial planning, primarily serving institutional and pooled-vehicle clients. The firm emphasizes asset allocation and fundamental analysis within a long-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.
Robert M
CFP®, Series 66
Hillsboro, OR
Rock Creek Wealth Management
Robert Morrison is a CFP® with 17 years of experience in the financial services industry. He is currently with Rock Creek Wealth Management and has previously worked at Cross Financial Advisors, LLC, and LPL Financial. Rock Creek Wealth Management is an SEC-registered investment manager that provides discretionary investment supervisory services and financial planning, primarily serving institutional and pooled-vehicle clients. The firm emphasizes asset allocation and fundamental analysis within a long-term buy-and-hold framework and offers stand-alone, hourly financial planning engagements.
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