RKL PRIVATE WEALTH

Legal name: RKL WEALTH MANAGEMENT LLC

CRD 122693File 801-66968

APPROVED

Retail clients

Custody

Filing as of Sep 30, 2026

Feed vintage Oct 1, 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

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
Website: HTTP://WWW.RKLCPA.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	37	38	increased by1
Apr 1, 2026	Clients	1,088	1,050	decreased by38
Apr 1, 2026	AUM	$2,128,225,509	$2,508,067,068	increased by$379,841,559
Apr 1, 2026	Accounts	1,090	2,675	increased by1,585
May 1, 2025 vs Oct 1, 2022	Employees	28	37	increased by9
May 1, 2025 vs Oct 1, 2022	Clients	852	1,088	increased by236
May 1, 2025 vs Oct 1, 2022	AUM	$1,430,349,865	$2,128,225,509	increased by$697,875,644
May 1, 2025 vs Oct 1, 2022	Accounts	854	1,090	increased by236
Apr 1, 2022	Employees	24	28	increased by4
Apr 1, 2022	Clients	837	852	increased by15
Apr 1, 2022	AUM	$1,227,188,258	$1,430,349,865	increased by$203,161,607
Apr 1, 2022	Accounts	835	854	increased by19
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RKL PRIVATE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RKL PRIVATE” may also match similarly-named firms). Confirm identity against each filing.

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.