RKL Wealth Management LLC


Assets, Funds, Holdings

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RKL Wealth Management LLC
CRD #122693
SEC #801-66968
AUM $1.0 BB (93% Disc, 100% US, 2020-03-16)
Employees24 (75% Investors, 0% Brokers)
Address1800 Fruitville Pike
Lancaster, PA 17601
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
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 ($)
Comparable Firms State AUM ($BB)
Lowenhaupt Global Advisors LLC
MO 1.0
Bernzott Capital Advisors
TX 1.0
Nevastar Finance Ltd
Allen & Company of Florida LLC
FL 1.0
Giverny Capital Inc
Steinberg Global Asset Management Ltd
FL 1.0
Sapient Private Wealth Management Services LLC
OR 1.0
Wespac Advisors LLC
CA 1.0
Slatestone Wealth LLC
FL 1.0
Asset Management Group
CO 1.0
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