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 is legally known as RKL WEALTH MANAGEMENT LLC. It is a PA Limited Liability Company. This firm has 25 employees, of which 19 are employees in advisory roles. It serves 5 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 30, 2006.
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Direct Owners
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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
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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