Overview
Assets Under Management: $2.1 billion
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 458
Average Client Assets: $4 million
Frequently Asked Questions
RKL WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122693), RKL WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
RKL WEALTH MANAGEMENT LLC is headquartered in LANCASTER, PA.
RKL WEALTH MANAGEMENT LLC serves 458 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, RKL WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RKL WEALTH MANAGEMENT LLC manages $2.1 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, RKL WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 458
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.39
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,090
Discretionary Accounts: 1,029
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 122693
Filing ID: 1950417
Last Filing Date: 2025-03-28 17:08:00
Website: https://rklwealth.com