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| RKL Wealth Management LLC
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|---|---|
| CRD # | 122693 |
| SEC # | 801-66968 |
| CIK # | 0001604723 |
| AUM | $1.4 BB (2023-03-29) |
| Employees | 33 (64% Investors, 0% Brokers) |
| Phone | 717-399-1700 |
| Address | 1800 Fruitville Pike Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 18.6 | |
| MSFT | 1,918,222.4 | 17.8 | |
| GOOGL | 1,475,138.5 | 10.0 | |
| TMO | 209,733.6 | 10.0 | |
| MA | 309,583.1 | 8.4 | |
| AMZN | 1,092,997.8 | 7.9 | |
| COST | 207,576.9 | 7.4 | |
| NVO | 245,328.6 | 6.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 645 | 240.6 |
| (b) Individuals (high net worth individuals) | 342 | 970.3 |
| (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 | 65 | 193.5 |
| (h) Charitable organizations | 11 | 10.3 |
| (i) State or municipal government entities | 0 | 11.3 |
| (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 | 9 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,074 | 1,431.9 |
| By Discretionary | ||
| Discretionary | 1,020 | 1,260.9 |
| Non-Discretionary | 54 | 170.9 |
| Total | 1,074 | 1,431.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 1,430.4 | |
| Total | 1,074 | 1,431.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001604723] |
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|---|---|---|
|
Martin & Company Inc
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|
TN | 1.4 |
|
International Assets Investment Management LLC
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FL | 1.4 |
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Autus Asset Management LLC
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AZ | 1.4 |
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Diversified Management Inc
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WI | 1.4 |
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Warwick Investment Management Inc
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TX | 1.4 |
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EQIS Capital Management Inc
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Carolinas Wealth Consulting LLC
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NC | 1.4 |
|
Durbin Bennett Private Wealth Management LLC
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TX | 1.4 |
|
People's United Advisors Inc
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CT | 1.4 |
|
SYON Capital LLC
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CA | 1.4 |