Rolek Wealth Management LLC
● SEC registered since 2024CRD 285351SEC# 801-129490Berwyn, PA
Reg. AUM
$239.2M
Employees
1
Accounts
669
Location
Berwyn, PA
Rolek Wealth Management LLC assets under management
Rolek Wealth Management LLC is a registered investment adviser overseen by the SEC based in Berwyn, PA. The firm has been registered since 2024. It reports $239.2 million in regulatory assets under management and employs 1 people.
Rolek Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle J Rolek Control | Principal And Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Rolek Wealth Management LLC manage?
Rolek Wealth Management LLC reports $239.2 million in regulatory assets under management on its Form ADV.
How many employees does Rolek Wealth Management LLC have?
Rolek Wealth Management LLC reports 1 employees.
Where is Rolek Wealth Management LLC located?
Rolek Wealth Management LLC is based in Berwyn, PA and has been SEC-registered since 2024.
Does Rolek Wealth Management LLC disclose fund performance?
Rolek 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 | 1055 Westlakes Drive, Suite 300, Berwyn, PA 19312 |
| Phone | (267) 427-5667 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.2M▲ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$239.2Mregulatory AUM
Discretionary $239.2M