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| Happy Holidays!! thanks for using AUM13F!! |
| RKL Wealth Management LLC
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| CRD # | 122693 |
| SEC # | 801-66968 |
| CIK # | 0001604723 |
| AUM | $2.1 B (2025-03-28) |
| Employees | 37 (68% Investors, 0% Brokers) |
| Phone | 717-399-1700 |
| Address | 1800 Fruitville Pike Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001604723 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 28.9 | ||
| Apple Inc | 27.0 | ||
| Nvidia Corp | 18.8 | ||
| Amazon Com Inc | 16.4 | ||
| Alphabet Inc | 15.6 | ||
| Costco Wholesale Corp /NEW | 15.3 | ||
| Mastercard Inc | 10.5 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Novo Nordisk A S | 5.8 | ||
| Thermo Fisher Scientific Inc | 5.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 536 | 0.2 |
| (b) Individuals (high net worth individuals) | 458 | 1.6 |
| (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 | 67 | 0.3 |
| (h) Charitable organizations | 10 | 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 | 17 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,090 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,029 | 1.9 |
| Non-Discretionary | 61 | 0.3 |
| Total | 1,090 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,090 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001604723] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Freedom Investment Management Inc
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|
CT | 2.1 |
|
Washington Crossing Advisors LLC
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|
NJ | 2.1 |
|
DDD Partners LLC
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|
WA | 2.1 |
|
Warwick Investment Management Inc
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|
TX | 2.1 |
|
Bridgewater Advisors Inc
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|
NY | 2.1 |
|
CornerStone Investment Partners LLC
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|
GA | 2.1 |
|
Ausdal Financial Partners Inc
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|
IA | 2.1 |
|
Creativeone Securities LLC
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|
KS | 2.1 |
|
Relyea Zuckerberg Hanson LLC
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|
CT | 2.1 |
|
Bristlecone Advisors LLC
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|
WA | 2.1 |