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RKL PRIVATE WEALTH
RKL WEALTH MANAGEMENT LLC
CRD 122693 · SEC 801-66968
1800 FRUITVILLE PIKE, LANCASTER, PA, 17601, United States
Phone
(717) 399-1700
Fax
(717) 291-0691
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.51B
Discretionary AUM
$2.21B
Team
38 total employees; 23 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 486 | $191.4M |
| High net worth individuals | 462 | $1.91B |
| Pension/profit sharing plans | 68 | $318.6M |
| Charitable organizations | 13 | $26.6M |
| Corporations/business entities | 21 | $46.3M |
States served
CA, CO, DE, GA, MD, MA, NE, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD