# Rock Creek Wealth Management

> Rock Creek Wealth Management is an SEC-registered investment advisory firm in Hillsboro, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 336666
- Filed as: ROCK CREEK WEALTH MANAGEMENT
- Legal name: Rock Creek Wealth Management, LLC
- Also doing business as: RETZLAFF WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hillsboro, OR
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336666
- AdvisorCensus page: https://advisorcensus.com/firm/rock-creek-wealth-management-hillsboro-or-336666

## Quick answers

**How is Rock Creek Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Rock Creek Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Rock Creek Wealth Management located?**
Rock Creek Wealth Management's principal office is in Hillsboro, OR, according to its Form ADV.

**Is Rock Creek Wealth Management registered with the SEC or a state?**
Rock Creek Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336666.

**How much does Rock Creek Wealth Management manage?**
Rock Creek Wealth Management reports $101,145,657 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Rock Creek Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (214); high net worth individuals (23); charitable organizations (3).

**Which custodians does Rock Creek Wealth Management use?**
Rock Creek Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Rock Creek Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336666

**Does Rock Creek Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "We do not have any minimum fees or account size requirements to commence or continue an advisory relationship."

**What changed in Rock Creek Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $101,145,657. Registered or notice-filed in CA, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> We do not have any minimum fees or account size requirements to commence or continue an advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $101,145,657
- Discretionary: $101,145,657
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 214 | $65,317,101 |
| High net worth individuals | 23 | $34,793,454 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $728,102 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $307,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- retzlaffwealth.com
- rockcreekwm.com

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $101,145,657.
- Registered or notice-filed in CA, TX.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rock Creek Wealth Management (CRD 336666): Form ADV filing data as of October 2026.