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RKL WEALTH MANAGEMENT LLC
RKL WEALTH MANAGEMENT LLC
RKL PRIVATE WEALTH
LANCASTER, Pennsylvania
·
8 registered advisors
·
CRD# 122693
SEC# 801-66968
6
(717) 399-1700
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at RKL WEALTH MANAGEMENT LLC
8 registered advisors
Edward William Monborne
LANCASTER, Pennsylvania
CRD# 4587333
Julie A Englert
LANCASTER, Pennsylvania
CRD# 7893519
Laurie Michele Peer
LANCASTER, Pennsylvania
CRD# 4239738
Nicholas Alexander Boyer
LANCASTER, Pennsylvania
CRD# 5864038
Robin Little Russo
LANCASTER, Pennsylvania
CRD# 5058488
Sarah Young Fisher
LANCASTER, Pennsylvania
CRD# 2192749
Stephanie Ann Connerton
LANCASTER, Pennsylvania
CRD# 3215006
Stephanie Jean Etter
LANCASTER, Pennsylvania
CRD# 7085709
05
Office Locations
LANCASTER, Pennsylvania
8 advisors
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Data sourced from SEC Form ADV filings. RKL WEALTH MANAGEMENT LLC (CRD# 122693) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.