RKL Wealth Management LLC

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CAFR Data
RKL Wealth Management LLC
CRD #122693
SEC #801-66968
CIK #
AUM $1.0 BB (100% Disc, 100% US)
Employees25 (76% Investors, 0% Brokers)
Phone717-399-1700
Address1800 Fruitville Pike
Lancaster, PA 17601
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
100580460340220102004200920142020
Sector Holding Cap ($MM) Value ($MM)
IEFA54.1
SCHX31.9
IVV25.0
VMBS20.9
SCHM19.1
SCHA12.7
VCIT11.7
SCHF11.7
SCHE10.6
IJR9.6
View All
Holdings by Sector ($)
0.50.40.30.20.10.02013201520172020
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