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RKL PRIVATE WEALTH
Legal name: RKL WEALTH MANAGEMENT LLC
CRD 122693File 801-66968
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.51B
Top 25% of cohort (national)
Discretionary AUM
$2.21B
Non-discretionary $297.3M
Clients
1,050
2,675 accounts
Employees
38
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 30, 2006
- Principal office
- 1800 FRUITVILLE PIKE, LANCASTER, PA, 17601
- Phone
- (717) 399-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.51B
- Discretionary AUM
- $2.21B
- Non-discretionary AUM
- $297.3M
- Discretionary accounts
- 2,602
- Non-discretionary accounts
- 73
- Total accounts
- 2,675
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $46.3M |
| Charitable organizations | 13 | $26.6M |
| High net worth individuals | 462 | $1.91B |
| Pension and profit sharing plans | 68 | $318.6M |
| State or municipal government entities | Fewer than 5 | $13.6M |
| Individuals (other than high net worth individuals) | 486 | $191.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.