ROLEK WEALTH MANAGEMENT LLC
Doing business as ROLEK RETIREMENT PLANNING. SEC Form ADV profile.
Total regulatory AUM
$239,161,911
Discretionary
$239,161,911
Non-discretionary
$0
Firm details
- CRD number
- 285351
- SEC file number
- 801-129490
- Main office
- BERWYN, PA, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.