RKL WEALTH MANAGEMENT LLC
Doing business as RKL PRIVATE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$2,508,067,068
Discretionary
$2,210,720,970
Non-discretionary
$297,346,098
Firm details
- CRD number
- 122693
- SEC file number
- 801-66968
- Main office
- LANCASTER, PA, United States
- Employees
- 38
- SEC status
- Approved
- Website
- HTTPS://WWW.INSTAGRAM.COM/RKLCPA
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.