Hedge Fund Database

RKL PRIVATE WEALTH

RKL WEALTH MANAGEMENT LLC Legal Name

Adviser information for RKL PRIVATE WEALTH last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 35
Investment Advisory/Research 25
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 25
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 5

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,037 $1.6B
Non-Discretionary 58 $235.3M
Total 1,095 $1.8B

Clients

Type Number RAUM
Individuals 587 $221.8M
HNW Individuals 416 $1.3B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 68 $258.8M
Charitable organizations 11 $9.5M
State or municipal gov entities <5 $11.3M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 11 $11.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 9
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-66968
SEC ERA File Number 801-66968
SEC CIK Numbers 1604723
SEC CRD Numbers 122693
Legal Entity Identifier None

Principal Office

1800 FRUITVILLE PIKE
LANCASTER
PA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: (717) 399-1700, Fax: (717) 291-0691

Websites

www.linkedin.com/company/rklllp www.rklwealth.com www.instagram.com/rklcpa www.rklcpa.com www.facebook.com/rklcpa twitter.com/rklcpa vimeo.com/rklcpa

Chief Compliance Officer

JULIE A. ENGLERT
1800 FRUITVILLE PIKE
LANCASTER
PA
United States
Tel: 717-399-1700
(Full email address available in API data)

Regulatory Contact

LAURIE PEER
PRESIDENT
1800 FRUITVILLE PIKE
LANCASTER
PA
United States
Tel: 717-399-1700
(Full email address available in API data)

Industry Affiliates

RKL LLP Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RKL LLP Domestic Entity – MEMBER 01/2005 > 75%
PEER, LAURIE, MICHELE Individual – PRESIDENT 09/2018 < 5%
MONBORNE, EDWARD, WILLIAM Individual RKL LLP CHIEF EXECUTIVE OFFICER OF RKL LLP 07/2011
BOYER, NICHOLAS, ALEXANDER Individual – EXECUTIVE VICE PRESIDENT 09/2018 < 5%
ENGLERT, JULIE, A Individual – CHIEF COMPLIANCE OFFICER 03/2024 < 5%

No. Employees, Historic

40200201920202021202220232024202525 on 11/22/201924 on 3/16/202024 on 6/25/202024 on 6/29/202024 on 7/1/202024 on 8/19/202024 on 10/21/202024 on 10/29/202024 on 3/12/202124 on 3/16/202124 on 10/11/202124 on 10/15/202124 on 11/9/202124 on 2/2/202224 on 2/3/202224 on 2/3/202228 on 3/27/202233 on 3/29/202333 on 2/21/202435 on 3/27/2024

RAUM, Historic

2B1B020192020202120222023202420251003706704 on 11/22/20191042595310 on 3/16/20201042595310 on 6/25/20201042595310 on 6/29/20201042595310 on 7/1/20201042595310 on 8/19/20201042595310 on 10/21/20201042595310 on 10/29/20201227188258 on 3/12/20211227188258 on 3/16/20211227188258 on 10/11/20211227188258 on 10/15/20211227188258 on 11/9/20211227188258 on 2/2/20221227188258 on 2/3/20221227188258 on 2/3/20221430349865 on 3/27/20221431852377 on 3/29/20231431852377 on 2/21/20241796065985 on 3/27/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025998 on 11/22/2019827 on 3/16/2020827 on 6/25/2020827 on 6/29/2020827 on 7/1/2020827 on 8/19/2020827 on 10/21/2020827 on 10/29/2020837 on 3/12/2021837 on 3/16/2021837 on 10/11/2021837 on 10/15/2021837 on 11/9/2021837 on 2/2/2022837 on 2/3/2022837 on 2/3/2022852 on 3/27/20221072 on 3/29/20231072 on 2/21/20241093 on 3/27/2024

Holdings

From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 404K 4K –
ABBVIE INC COM 1M 8K –
ACCENTURE PLC IRELAND SHS CLASS A 246K 810 –
ACNB CORP COM 354K 10K –
ADOBE INC COM 275K 495 –
ALPHABET INC CAP STK CL A 17M 94K –
ALPHABET INC CAP STK CL C 862K 5K –
AMAZON COM INC COM 15M 76K –
AMERICAN TOWER CORP NEW COM 2M 9K –
AMGEN INC COM 273K 873 –
APPLE INC COM 24M 112K –
APPLIED MATLS INC COM 286K 1K –
AT&T INC COM 250K 13K –
AUTOMATIC DATA PROCESSING IN COM 2M 8K –
BANK AMERICA CORP COM 246K 6K –
BANK NEW YORK MELLON CORP COM 233K 4K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 4M 9K –
BLACKSTONE INC COM 3M 28K –
BROADCOM INC COM 498K 310 –
CATERPILLAR INC COM 518K 2K –
CHEVRON CORP NEW COM 4M 24K –
CISCO SYS INC COM 273K 6K –
COCA COLA CO COM 337K 5K –
COMCAST CORP NEW CL A 202K 5K –
CORNING INC COM 212K 5K –
COSTCO WHSL CORP NEW COM 14M 17K –
D R HORTON INC COM 1M 10K –
DANAHER CORPORATION COM 1M 4K –
DEERE & CO COM 485K 1K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 247K 6K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 268K 4K –
DOW INC COM 311K 6K –
EASTMAN CHEM CO COM 1M 13K –
ELI LILLY & CO COM 3M 3K –
EOG RES INC COM 2M 18K –
EXXON MOBIL CORP COM 2M 18K –
FLEXSTEEL INDS INC COM 345K 11K –
FORD MTR CO DEL COM 443K 35K –
FRANKLIN FINL SVCS CORP COM 257K 9K –
FULTON FINL CORP PA COM 829K 49K –
GAMING & LEISURE PPTYS INC COM 249K 6K –
GENERAL DYNAMICS CORP COM 2M 7K –
GSK PLC SPONSORED ADR 274K 7K –
HEICO CORP NEW CL A 317K 2K –
HEICO CORP NEW COM 431K 2K –
HENRY SCHEIN INC COM 423K 7K –
HERSHEY CO COM 1M 7K –
HOME DEPOT INC COM 2M 5K –
HONEYWELL INTL INC COM 318K 1K –
ILLINOIS TOOL WKS INC COM 2M 7K –
INTERCONTINENTAL EXCHANGE IN COM 3M 20K –
INTERNATIONAL BUSINESS MACHS COM 2M 10K –
ISHARES INC CORE MSCI EMKT 14M 257K –
ISHARES TR 3 7 YR TREAS BD 12M 104K –
ISHARES TR A RATE CP BD ETF 7M 157K –
ISHARES TR AGENCY BOND ETF 9M 86K –
ISHARES TR CORE MSCI EAFE 78M 1M –
ISHARES TR CORE S&P MCP ETF 64M 1M –
ISHARES TR CORE S&P SCP ETF 39M 365K –
ISHARES TR CORE S&P TTL STK 241K 2K –
ISHARES TR CORE S&P500 ETF 201M 366K –
ISHARES TR CORE US AGGBD ET 4M 40K –
ISHARES TR ESG AWR MSCI USA 440K 4K –
ISHARES TR ESG EAFE ETF 209K 3K –
ISHARES TR ESG MSCI USA ETF 1M 27K –
ISHARES TR MBS ETF 20M 218K –
ISHARES TR MSCI EAFE ETF 576K 7K –
ISHARES TR NATIONAL MUN ETF 207K 2K –
ISHARES TR RUS 1000 VAL ETF 441K 3K –
ISHARES TR RUS MID CAP ETF 1M 15K –
ISHARES TR RUSSELL 2000 ETF 3M 13K –
ISHARES TR RUSSELL 3000 ETF 551K 2K –
ISHARES TR S&P 500 GRWT ETF 11M 115K –
ISHARES TR S&P 500 VAL ETF 6M 32K –
ISHARES TR S&P MC 400GR ETF 1M 12K –
JOHNSON & JOHNSON COM 3M 24K –
JPMORGAN CHASE & CO. COM 4M 19K –
L3HARRIS TECHNOLOGIES INC COM 3M 12K –
LOCKHEED MARTIN CORP COM 899K 2K –
LOWES COS INC COM 417K 2K –
M & T BK CORP COM 687K 5K –
MARKEL GROUP INC COM 1M 778 –
MARRIOTT INTL INC NEW CL A 429K 2K –
MASTERCARD INCORPORATED CL A 9M 20K –
MCDONALDS CORP COM 3M 10K –
MERCK & CO INC COM 1M 11K –
META PLATFORMS INC CL A 3M 6K –
MICRON TECHNOLOGY INC COM 3M 23K –
MICROSOFT CORP COM 25M 57K –
MID PENN BANCORP INC COM 1M 55K –
MID-AMER APT CMNTYS INC COM 998K 7K –
NIKE INC CL B 1M 19K –
NOVO-NORDISK A S ADR 12M 84K –
NVIDIA CORPORATION COM 18M 146K –
ONEOK INC NEW COM 928K 11K –
ORACLE CORP COM 286K 2K –
ORRSTOWN FINL SVCS INC COM 274K 10K –
PEPSICO INC COM 2M 13K –
PFIZER INC COM 437K 16K –
PNC FINL SVCS GROUP INC COM 539K 3K –
PROCTER AND GAMBLE CO COM 3M 17K –
QUALCOMM INC COM 258K 1K –
ROPER TECHNOLOGIES INC COM 4M 8K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 9M 341K –
SCHWAB STRATEGIC TR INTL EQTY ETF 17M 433K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 3M 71K –
SCHWAB STRATEGIC TR US AGGREGATE B 3M 68K –
SCHWAB STRATEGIC TR US BRD MKT ETF 5M 81K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 355K 5K –
SCHWAB STRATEGIC TR US LCAP GR ETF 23M 225K –
SCHWAB STRATEGIC TR US LCAP VA ETF 6M 80K –
SCHWAB STRATEGIC TR US LRG CAP ETF 107M 2M –
SCHWAB STRATEGIC TR US MID-CAP ETF 46M 590K –
SCHWAB STRATEGIC TR US SML CAP ETF 28M 599K –
SERVICENOW INC COM 300K 381 –
SFL CORPORATION LTD SHS 347K 25K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 995K 35K –
SPDR S&P 500 ETF TR TR UNIT 5M 9K –
TESLA INC COM 2M 9K –
THERMO FISHER SCIENTIFIC INC COM 8M 15K –
TJX COS INC NEW COM 251K 2K –
TRANE TECHNOLOGIES PLC SHS 3M 10K –
TRUIST FINL CORP COM 2M 39K –
UNION PAC CORP COM 5M 20K –
UNITED RENTALS INC COM 5M 7K –
UNITEDHEALTH GROUP INC COM 1M 2K –
US BANCORP DEL COM NEW 1M 28K –
VANGUARD INDEX FDS GROWTH ETF 1M 3K –
VANGUARD INDEX FDS MCAP GR IDXVIP 226K 985 –
VANGUARD INDEX FDS MID CAP ETF 8M 33K –
VANGUARD INDEX FDS S&P 500 ETF SHS 4M 8K –
VANGUARD INDEX FDS SML CP GRW ETF 480K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 378K 1K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 239K 5K –
VANGUARD MUN BD FDS TAX EXEMPT BD 250K 5K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 11M 190K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 18M 220K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 15M 323K –
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 431K 5K –
VANGUARD STAR FDS VG TL INTL STK F 825K 14K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 644K 13K –
VERIZON COMMUNICATIONS INC COM 213K 5K –
VISA INC COM CL A 549K 2K –
WALMART INC COM 2M 27K –
WELLS FARGO CO NEW COM 208K 4K –