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| RKL Wealth Management LLC
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| CRD # | 122693 |
| SEC # | 801-66968 |
| CIK # | 0001604723 |
| AUM | 2,508.1 M (2026-03-27) |
| Employees | 38 (61% Investors, 0% Brokers) |
| Phone | 717-399-1700 |
| Address | 1800 Fruitville Pike Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.4 | ||
| Alphabet Inc | 21.4 | ||
| Microsoft Corp | 18.3 | ||
| Nvidia Corp | 15.3 | ||
| J P Morgan Chase & Co | 14.7 | ||
| Amazon Com Inc | 13.5 | ||
| Costco Wholesale Corp /NEW | 13.4 | ||
| Mastercard Inc | 7.8 | ||
| Micron Technology Inc | 7.4 | ||
| Johnson & Johnson | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 486 | 0.2 |
| (b) Individuals (high net worth individuals) | 462 | 1.9 |
| (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 | 68 | 0.3 |
| (h) Charitable organizations | 13 | 0.0 |
| (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 | 21 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,675 | 2.5 |
| By Discretionary | ||
| Discretionary | 2,602 | 2.2 |
| Non-Discretionary | 73 | 0.3 |
| Total | 2,675 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 2,675 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001604723] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
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