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Rolek Wealth Management LLC

● SEC registered since 2024CRD 285351SEC# 801-129490Berwyn, PA
Export (members)
Reg. AUM
$239.2M
Employees
1
Accounts
669
Location
Berwyn, PA

Rolek Wealth Management LLC assets under management

Rolek Wealth Management LLC is a registered investment adviser overseen by the SEC based in Berwyn, PA. The firm has been registered since 2024. It reports $239.2 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/kyle-rolek-b7b5b836View on SEC.gov ↗

Rolek Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Kyle J Rolek ControlPrincipal And Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Rolek Wealth Management LLC manage?

Rolek Wealth Management LLC reports $239.2 million in regulatory assets under management on its Form ADV.

How many employees does Rolek Wealth Management LLC have?

Rolek Wealth Management LLC reports 1 employees.

Where is Rolek Wealth Management LLC located?

Rolek Wealth Management LLC is based in Berwyn, PA and has been SEC-registered since 2024.

Does Rolek Wealth Management LLC disclose fund performance?

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

Contact & registration

Address1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
Phone(267) 427-5667
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$239.2M
Non-discretionary$0
Total (RAUM)$239.2M