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| RF&L Wealth Management LLC
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| |
|---|---|
| CRD # | 140210 |
| SEC # | 801-66710 |
| CIK # | 0001965915 |
| AUM | $287.1 MM (2024-03-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 978-263-3435 |
| Address | 525 Massachusetts Avenue Acton, MA 01720 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.0 | |
| AMZN | 1,092,997.8 | 5.0 | |
| MSFT | 1,918,222.4 | 4.6 | |
| LLY | 301,789.7 | 3.4 | |
| META | 434,852.0 | 3.3 | |
| ABBV | 269,466.6 | 3.2 | |
| WMT | 335,434.5 | 2.0 | |
| NVDA | 399,550.0 | 1.6 | |
| COST | 207,576.9 | 1.6 | |
| JPM | 340,169.2 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 21.2 |
| (b) Individuals (high net worth individuals) | 71 | 251.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.7 |
| (h) Charitable organizations | 1 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 287.1 |
| By Discretionary | ||
| Discretionary | 386 | 262.4 |
| Non-Discretionary | 19 | 24.7 |
| Total | 405 | 287.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 286.3 | |
| Total | 405 | 287.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001965915] |
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|---|---|---|
|
Comprehensive Wealth Solutions LLC
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|
FL | 0.3 |
|
Optimum Investment Advisors LLC
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IL | 0.3 |
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Mighty Oak Strong America Investment Company
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Archway Wealth Management LLC
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SS&H Financial Advisors Inc
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626 Financial LLC
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Planning Strategies Inc
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Financial Network Wealth Advisors LLC
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UT | 0.3 |
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Mowery & Schoenfeld Wealth Management LLC
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IL | 0.3 |
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Noble Wealth Management PBC
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|
CO | 0.3 |