Falists
← Back to search

ROLEK RETIREMENT PLANNING

ROLEK WEALTH MANAGEMENT LLC

CRD 285351 · SEC 801-129490

Visit website

1055 WESTLAKES DRIVE, SUITE 300, BERWYN, PA, 19312, United States

Phone

(267) 427-5667

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$239.2M

Discretionary AUM

$239.2M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals129$60.1M
High net worth individuals133$179.1M

States served

PA, TX

All web addresses on file

Official SEC filing: View on IAPD