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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Baker, Lewis, D | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 29, 2024 REGISTERED
Notice Filings (20)
CA CO DC DE FL GA IL LA MD MN MS NC NJ NV NY PA SC TX VA WV
Address
8607 CEDAR ST.SILVER SPRING, MD 20910
United States
Phone: 202-899-1400