Rock Creek Wealth Management: new SEC registration, $101M AUM, Hillsboro, OR
Rock Creek Wealth Management (Hillsboro, Oregon): new SEC registration, $101M AUM, Hillsboro, OR. Its amount of 101 is below the median of 134 (11th percentile). Dated 350 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 101 · 11th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related OR NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Rock Creek Wealth Management |
| Legal name | Rock Creek Wealth Management, LLC |
| CRD | 336666 |
| Status | Approved |
| Registered with the SEC | 2025-11-19 |
| Latest Form ADV filing | 2026-03-18 |
| Location | Hillsboro, OR, United States |
| Regulatory AUM | $101,145,657 |
| Accounts | 477 |
| Employees | 3 |
| Website | https://rockcreekwm.com |
| amount percentile | 11th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (13 OR records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OR first): Efm Investments & Advisory LLC · Washington Park Capital Management, LLC · Capstone Wealth Management Group, INC. · Stonepine Capital Management, LLC · J.P. Capital Management, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Rock Creek Wealth Management and 13 Oregon peers
- Oregon NewRiaPulse records like this one: 13
- Rock Creek Wealth Management's amount: 11th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Oregon peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $101M under management.
- Website on file.
What is the NewRiaPulse record for Rock Creek Wealth Management in Hillsboro, Oregon?
Rock Creek Wealth Management received SEC registration as an investment adviser (2025-11-19) with $101,145,657 in regulatory assets under management, based in Hillsboro, OR.
How does Rock Creek Wealth Management compare to other Oregon NewRiaPulse records?
Its amount of 101 is below the median (11th percentile); smaller records often move faster and face less competition. It is 350 days old; check the official source for later updates before acting.
Rock Creek Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Rock Creek Wealth Management | Hillsboro, OR | 101 | 11th | 2025-11-19 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Oregon NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.