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Rkl Wealth Management LLC

● SEC registered since 2006CRD 122693SEC# 801-66968Lancaster, PA
Export (members)
Reg. AUM
$2.13B
Employees
37
Accounts
1,090
Location
Lancaster, PA

Rkl Wealth Management LLC assets under management

Rkl Wealth Management LLC is an investment advisory firm registered with the SEC based in Lancaster, PA. The firm has been registered since 2006. It reports $2.1 billion in regulatory assets under management and employs 37 people.
vimeo.com/rklcpaView on SEC.gov ↗

Rkl Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Julie A Englert ControlChief Compliance OfficerUnder 5%2024
Laurie Michele Peer ControlPresidentUnder 5%2018
Rkl LLP ControlMemberOver 75%2005
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Frequently asked questions

How much does Rkl Wealth Management LLC manage?

Rkl Wealth Management LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Rkl Wealth Management LLC have?

Rkl Wealth Management LLC reports 37 employees.

Where is Rkl Wealth Management LLC located?

Rkl Wealth Management LLC is based in Lancaster, PA and has been SEC-registered since 2006.

Does Rkl Wealth Management LLC disclose fund performance?

Rkl Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 Fruitville Pike, Lancaster, PA 17601
Phone(717) 399-1700
Fax(717) 291-0691
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.87B
Non-discretionary$254.5M
Total (RAUM)$2.13B