SourcingSourcing

ROCK CREEK WEALTH MANAGEMENT, LLC

C47
CRD 336666·SEC 801-134659·HILLSBORO, OR
AUM
$101.1M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$303K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROCK CREEK WEALTH MANAGEMENT, LLC
CRD
336666
SEC file #
801-134659
EIN
—
DBA names
Rock Creek Wealth Management

Economics

AUM
$101.1M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other214
Individuals High Net Worth23
Charitable Organizations3
Corporations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
HILLSBORO OR
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
rockcreekwm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORRISON, ROBERT, RANDALL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MORRISON, ROBERT, RANDALL
PARSONS, KYLE, RYAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ROCKCREEKWM.COM
Rdap Domain Creation Date
2015-06-03T21:38:14Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Porkbun LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2955
Soi Zip Pct 200k Plus
0.0886
Soi Zip Returns 200k Plus
1970
Soi Zip Total AGI
2,006,281
Fdic Zip Total Deposits
19,340,076,000
Fdic Zip Branch Count
268
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
West One Bank, Oregon, S.B.Beaverton, OR
Washington Mutual, A FSBBeaverton, OR
Fdic Zip HHI
1372.29
Fdic Zip Top Bank Share Pct
24.02
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-06-03T21:38:14Z
Rdap Domain Last Changed
2026-04-09T02:40:46Z
Rdap Nameservers
Curitiba.ns.porkbun.comFortaleza.ns.porkbun.comMaceio.ns.porkbun.comSalvador.ns.porkbun.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI57,166
Returns4,640
Stub 2
AGI185,804
Returns4,950
Stub 3
AGI218,470
Returns3,550
Soi Zip Total Business Income
43,287
Soi Zip Total Cap Gains
55,076
Soi Zip Total Dividends
34,576
Soi Zip Total Returns
22,230
Top Owner CRD
5419627
Trust Company Affiliate
No

People (3)

3
PARSONS, KYLE, RYAN
IAR · Direct Owner · 62.5%
5734060
MORRISON, ROBERT, RANDALL
IAR · Direct Owner · 62.5%
5419627
DANIEL W RETZLAFF
IAR
5567976