ROCK CREEK WEALTH MANAGEMENT

Overview

Rock Creek Wealth Management is an independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly advisory fees, and its client base spans high-net-worth individuals as well as some institutional relationships. Investment activity shows a clear tilt toward publicly managed vehicles rather than direct, concentrated stock bets: the adviser favors mutual funds and other public fund vehicles as the backbone of client portfolios, with tactical allocations to third‑party managers in real estate and REIT strategies. Rock Creek does not identify as an active ESG investor and is not positioned as a multi-state adviser. The firm’s business model combines standard wealth management services—comprehensive planning, asset allocation and portfolio oversight—with selective use of external managers for alternative exposure. That setup suggests the firm operates model-oriented portfolios that rely on pooled vehicles for core exposure while using specialized wrappers for real asset allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices