Rkl Wealth Management LLC
● SEC registered since 2006CRD 122693SEC# 801-66968Lancaster, PA
Reg. AUM
$2.51B
Employees
38
Accounts
2,675
Location
Lancaster, PA
Rkl Wealth Management LLC assets under management
Rkl Wealth Management LLC is an investment advisory firm registered with the SEC based in Lancaster, PA. The firm has been registered since 2006. It reports $2.5 billion in regulatory assets under management and employs 38 people.
Rkl Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie A Englert Control | Chief Compliance Officer | Under 5% | 2024 |
| Laurie Michele Peer Control | President | Under 5% | 2018 |
| Rkl LLP Control | Member | Over 75% | 2005 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rkl Wealth Management LLC manage?
Rkl Wealth Management LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Rkl Wealth Management LLC have?
Rkl Wealth Management LLC reports 38 employees.
Where is Rkl Wealth Management LLC located?
Rkl Wealth Management LLC is based in Lancaster, PA and has been SEC-registered since 2006.
Does Rkl Wealth Management LLC disclose fund performance?
Rkl Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 Fruitville Pike, Lancaster, PA 17601 |
| Phone | (717) 399-1700 |
| Fax | (717) 291-0691 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.51B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$2.51Bregulatory AUM
Discretionary $2.21BNon-discretionary $297.3M