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Kyle J Rolek

Principal And Chief Compliance OfficerRolek Wealth Management LLCCRD 5693355

About Kyle J Rolek

Kyle J Rolek is listed as Principal And Chief Compliance Officer at Rolek Wealth Management LLC in Berwyn, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Rolek Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kyle J Rolek work?

Kyle J Rolek is listed as Principal And Chief Compliance Officer at Rolek Wealth Management LLC on SEC Form ADV.

How much of Rolek Wealth Management LLC does Kyle J Rolek own?

Form ADV reports a beneficial ownership band of Over 75%.

Rolek Wealth Management LLC

TitlePrincipal And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2016
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