Overview
Assets Under Management: $166 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 107
Average Client Assets: $1 million
Frequently Asked Questions
ROLEK 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 #285351), ROLEK WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ROLEK WEALTH MANAGEMENT LLC is headquartered in BERWYN, PA.
ROLEK WEALTH MANAGEMENT LLC serves 107 high-net-worth clients according to their SEC filing dated January 13, 2025. View client details ↓
According to their SEC Form ADV, ROLEK WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ROLEK WEALTH MANAGEMENT LLC manages $166 million in client assets according to their SEC filing dated January 13, 2025.
According to their SEC Form ADV, ROLEK WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.10
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 560
Discretionary Accounts: 560
Regulatory Filings
CRD Number: 285351
Last Filing Date: 2025-01-13 00:00:00
Website: https://rolekretirement.com