RKL Wealth Management LLC

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Assets, Funds, Holdings

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RKL Wealth Management LLC
CRD #122693
SEC #801-66968
CIK #
AUM $1.0 BB (93% Disc, 100% US, 2020-03-16)
Employees24 (75% Investors, 0% Brokers)
Phone717-399-1700
Address1800 Fruitville Pike
Lancaster, PA 17601
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
104583662741820902006201120162021
Sector Issuer Cap ($MM) Value ($MM)
IEFA 54.1
SCHX 31.9
IVV 25.0
VMBS 20.9
SCHM 19.1
SCHA 12.7
VCIT 11.7
SCHF 11.7
SCHE 10.6
IJR 9.6
View All
Holdings by Sector ($)
0.50.40.30.20.10.02013201520172020
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