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| Keyboard |
| RF&L Wealth Management LLC
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|---|---|
| CRD # | 140210 |
| SEC # | 801-66710 |
| CIK # | 0001965915 |
| AUM | 381.1 M (2026-03-10) |
| 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) | |
|---|---|---|---|
| Lilly Eli & Co | 3.1 | ||
| Nvidia Corp | 1.9 | ||
| AbbVie Inc | 1.9 | ||
| Apple Inc | 1.2 | ||
| Abbott Laboratories | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 23.9 |
| (b) Individuals (high net worth individuals) | 77 | 341.2 |
| (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 | 0.9 |
| (h) Charitable organizations | 1 | 6.0 |
| (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 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 381.1 |
| By Discretionary | ||
| Discretionary | 444 | 352.4 |
| Non-Discretionary | 19 | 28.7 |
| Total | 463 | 381.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 379.9 | |
| Total | 463 | 381.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965915] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
FL | 382.2 M |
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Kirtland Hills Capital Management LLC
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|
Rubey & Rust Capital Management LLC
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|
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