RKL PRIVATE WEALTH
Latest filing: Mar 28, 2025 (151 days ago)
AUM
$2,128,225,509
18% change vs. 1 year ago
49% change vs. 3 years ago
104% change vs. 5 years ago
497% change vs. 10 years ago
Employee Count
37
6% change vs. 1 year ago
32% change vs. 3 years ago
54% change vs. 5 years ago
311% change vs. 10 years ago
Main Office
LANCASTER, PA
1800 FRUITVILLE PIKE, LANCASTER, PA, UNITED STATES, 17601
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.9 |
| Non-Discretionary | $0.3 |
| Total | $2.1 |
| Client | AUM |
|---|---|
| Retail | $1.8 |
| Pooled | $0.0 |
| Institutional | $0.3 |
| Total | $2.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 536 | $0.2 |
| Average Individual AUM | $382,585 | |
| HNW | 458 | $1.6 |
| Average HNW AUM | $3,503,020 | |
| Retail Total | 994 | $1.8 |
| Average Retail AUM | $1,820,371 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.1 |
| Retail SMA AUM | $1.8 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 65% | $1.4 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 20% | $0.4 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 9% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.1 |
| Other | 0% | $0.0 |
| Total | 101% | $2.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RKL LLP (FKA - REINSEL KUNTZ LESHER LLP) | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
26 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JAMES PALYS | LANCASTER | PA | S65|2019-01-21 | ||||||
| DAVID MORAIS | LANCASTER | PA | S66|2000-12-14 | CERTIFIED FINANCIAL PLANNER | |||||
| LAURIE PEER | LANCASTER | PA | S66|2000-11-16 | CERTIFIED FINANCIAL PLANNER | |||||
| MICHAEL HINERDEER | LANCASTER | PA | S65|2009-04-06 | ||||||
| NIKOLAS MADONIS | LANCASTER | PA | S63|2020-10-30|S65|2024-03-01 | ||||||
| HAROLD BESHAW | LANCASTER | PA | S63|1996-05-15|S65|1999-05-27 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| BRANDON ADAMS | LANCASTER | PA | S66|2012-06-15 | CHARTERED FINANCIAL ANALYST | |||||
| ROBERT SIMONS | LANCASTER | PA | S65|2020-05-28 | ||||||
| BRAYDEN CAMPBELL | LANCASTER | PA | S65|2018-08-31 | CERTIFIED FINANCIAL PLANNER | |||||
| MAGGIE ROOT | LANCASTER | PA | S65|2022-03-04 | ||||||
| THOMAS REARDON | LANCASTER | PA | S65|2010-11-02 | CERTIFIED FINANCIAL PLANNER | |||||
| EDWARD MONBORNE | LANCASTER | PA | S65|2000-02-11 | ||||||
| DEBORAH LANDER | LANCASTER | PA | S63|2007-05-22 | CERTIFIED FINANCIAL PLANNER | |||||
| RONALD STILES | LANCASTER | PA | S63|2007-10-16|S65|2007-11-13 | ||||||
| TYLER HARRIS | LANCASTER | PA | S63|2013-07-17 | CERTIFIED FINANCIAL PLANNER | |||||
| TYLER LEIPHART | LANCASTER | PA | S66|2015-02-06 | ||||||
| JON PETERSON | LANCASTER | PA | S65|2021-11-20 | ||||||
| JOSHUA GUEVIN | LANCASTER | PA | S65|2022-10-17 | ||||||
| JENNIFER CONNOLLY | LANCASTER | PA | S66|2018-07-02 | ||||||
| SAMUEL BEN ALI | LANCASTER | PA | S65|2023-04-06 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $2.1 | $0.0 | 0% | 37 | 0 | 0% |
| 2025-04-21 | $2.1 | $0.0 | 0% | 37 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.3 | 18% | 35 | 2 | 6% |
| 2023-04-04 | $1.4 | $0.7 | 49% | 33 | 4 | 12% |
| 2022-04-01 | $1.4 | $0.7 | 49% | 28 | 9 | 32% |
| 2021-04-05 | $1.2 | $0.9 | 73% | 24 | 13 | 54% |
| 2020-04-01 | $1.0 | $1.1 | 104% | 24 | 13 | 54% |
| 2019-04-01 | $1.0 | $1.1 | 112% | 25 | 12 | 48% |
| 2018-04-02 | $1.0 | $1.1 | 112% | 20 | 17 | 85% |
| 2017-04-01 | $0.9 | $1.2 | 141% | 17 | 20 | 118% |
| 2016-04-01 | $0.5 | $1.6 | 317% | 16 | 21 | 131% |
| 2015-04-01 | $0.4 | $1.8 | 497% | 9 | 28 | 311% |
| 2014-04-01 | $0.3 | $1.8 | 615% | 9 | 28 | 311% |
| 2013-04-01 | $0.2 | $1.9 | 832% | 7 | 30 | 429% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| PA, CA-03/29/2018, CO-04/15/2016, DE-01/05/2016, FL-07/14/2010, GA-03/28/2025, MA-08/19/2020, MD-05/11/2015, NC-11/22/2019, NE-11/09/2021, NH-01/05/2016, NJ-01/19/2016, NY-02/21/2024, PA-06/30/2006, SC-01/05/2016, TX-05/11/2016, VA-01/05/2016 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV