RKL Wealth Management LLC
Legal Name: RKL WEALTH MANAGEMENT LLC
Full Contact Details
RKL Wealth Management LLC
1800 FRUITVILLE PIKE, LANCASTER, PA
(717) 399-1700
(717) 291-0691
Other Info
RKL Wealth Management LLC, legally referred to as RKL WEALTH MANAGEMENT LLC, is a Pennsylvania Limited Liability Company with 25 employees, with 19 working in advisory roles. The firm has been approved by the U.S. Securities and Exchange Commission (SEC) since June 30, 2006, and currently serves five clients.
Private Wealth Services | RKL LLP
Integrated planning, coordination & execution is at the heart of our Private Wealth approach to navigate the complexity that comes with wealth.
RKL LLP - CPA Accounting & Business Consulting Firm
RKL is a nationally leading professional services firm, providing assurance, tax, advisory, wealth management and IT solutions.
Direct Owners
-
LAURIE MICHELE PEER
PRESIDENT owns less than 5%
-
NICHOLAS ALEXANDER BOYER
EXECUTIVE VICE PRESIDENT owns less than 5%
-
RKL LLP
MEMBER owns 75% or more
-
STEPHANIE JEAN ETTER
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
EDWARD WILLIAM MONBORNE
CHIEF EXECUTIVE OFFICER OF RKL LLP
Firms Located Nearby
News
Top Holdings
- ISHARES TR CORE MSCI EAFE $66,695k
- SCHWAB STRATEGIC TR $44,231k
- ISHARES TR CORE S&P500 ETF $37,132k
- SCHWAB STRATEGIC TR US MID-CAP ETF $26,681k
- VANGUARD SCOTTSDALE FDS $20,070k
- SCHWAB STRATEGIC TR $19,685k
- SCHWAB STRATEGIC TR US SML CAP ETF $18,240k
- VANGUARD SCOTTSDALE FDS $15,137k
- ISHARES TR CORE S&P MCP ETF $12,717k
- ISHARES TR CORE S&P SCP ETF $12,176k