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RKL PRIVATE WEALTH

LANCASTER, PA · CRD 122693 · IAPD ↗ · (717) 399-1700

$2.51BRegulatory AUM
23Advisory reps
38Employees
2Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — RKL PRIVATE WEALTH notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — RKL PRIVATE WEALTH notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — RKL PRIVATE WEALTH reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — RKL PRIVATE WEALTH reported RAUM up 25% ($1.43B -> $1.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
March 2024 — RKL PRIVATE WEALTH notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.