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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RF&L Wealth Management LLC
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|---|---|
| CRD # | 140210 |
| SEC # | 801-66710 |
| CIK # | 0001965915 |
| AUM | $325.4 M (2025-03-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 978-263-3435 |
| Address | 525 Massachusetts Avenue Acton, MA 01720 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.8 | ||
| Amazon Com Inc | 5.6 | ||
| Microsoft Corp | 5.1 | ||
| Facebook Inc | 4.9 | ||
| Nvidia Corp | 4.0 | ||
| AbbVie Inc | 3.3 | ||
| Lilly Eli & Co | 2.9 | ||
| Wal Mart Stores Inc | 2.9 | ||
| CrowdStrike Holdings Inc | 2.3 | ||
| J P Morgan Chase & Co | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 24.6 |
| (b) Individuals (high net worth individuals) | 72 | 285.2 |
| (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 | 0.8 |
| (h) Charitable organizations | 1 | 4.1 |
| (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 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 439 | 325.4 |
| By Discretionary | ||
| Discretionary | 420 | 298.8 |
| Non-Discretionary | 19 | 26.5 |
| Total | 439 | 325.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 324.5 | |
| Total | 439 | 325.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965915] |
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