ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC
CRD #298104 SEC #801-115087 SILVER SPRING, MD 202-899-1400
SEC Registered
Total AUM
$50.2M
Discretionary
$50.2M
Employees
5
Clients
51
Accounts
450
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $50.2M | $50.2M | $0 | 5 | 28 |
| Aug 2023 | $40.3M | $40.3M | $0 | 5 | 28 |
| Jun 2023 | $40.3M | $40.3M | $0 | 5 | 28 |
| Jun 2023 | $40.3M | $40.3M | $0 | 5 | 28 |
| Apr 2023 | $40.3M | $40.3M | $0 | 5 | 28 |
| Jun 2022 | $38.5M | $37.8M | $650.2K | 4 | 30 |
| Mar 2022 | $38.5M | $37.8M | $650.2K | 4 | 30 |
| Apr 2021 | $40.7M | $29.7M | $11M | 3 | 28 |
| Jan 2021 | $25.7M | $25.1M | $545.2K | 3 | 26 |
| Sep 2020 | $25.7M | $25.1M | $545.2K | 3 | 26 |
| Aug 2020 | $25.7M | $25.1M | $545.2K | 3 | 26 |
| Jun 2020 | $25.7M | $25.1M | $545.2K | 3 | 26 |
| Jun 2020 | $25.7M | $25.1M | $545.2K | 3 | 26 |
| Mar 2020 | $25.7M | $25.1M | $545.2K | 3 | 26 |
| Nov 2019 | $8.8M | $8.8M | $0 | 3 | 0 |
| Aug 2019 | $8.8M | $8.8M | $0 | 3 | 0 |
| Aug 2019 | $8.8M | $8.8M | $0 | 3 | 0 |
| Jun 2019 | $0 | $0 | $0 | 3 | 0 |
| Mar 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2024
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees5
Clients28
DateAug 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients28
DateJun 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients28
DateJun 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients28
DateApr 2023
Total AUM$40.3M
Discretionary$40.3M
Non-Disc.$0
Employees5
Clients28
DateJun 2022
Total AUM$38.5M
Discretionary$37.8M
Non-Disc.$650.2K
Employees4
Clients30
DateMar 2022
Total AUM$38.5M
Discretionary$37.8M
Non-Disc.$650.2K
Employees4
Clients30
DateApr 2021
Total AUM$40.7M
Discretionary$29.7M
Non-Disc.$11M
Employees3
Clients28
DateJan 2021
Total AUM$25.7M
Discretionary$25.1M
Non-Disc.$545.2K
Employees3
Clients26
DateSep 2020
Total AUM$25.7M
Discretionary$25.1M
Non-Disc.$545.2K
Employees3
Clients26
DateAug 2020
Total AUM$25.7M
Discretionary$25.1M
Non-Disc.$545.2K
Employees3
Clients26
DateJun 2020
Total AUM$25.7M
Discretionary$25.1M
Non-Disc.$545.2K
Employees3
Clients26
DateJun 2020
Total AUM$25.7M
Discretionary$25.1M
Non-Disc.$545.2K
Employees3
Clients26
DateMar 2020
Total AUM$25.7M
Discretionary$25.1M
Non-Disc.$545.2K
Employees3
Clients26
DateNov 2019
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$8.8M
Discretionary$8.8M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0