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ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

SILVER SPRING, MD · CRD 298104 · IAPD ↗ · rockcreekwealth.com · 202-899-1400

$50.2MRegulatory AUM
2Advisory reps
5Employees
28Clients
51-100Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC (SILVER SPRING, MD) left the SEC roster (was $50.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.