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RF&L WEALTH MANAGEMENT, LLC

ACTON, MA · CRD 140210 · IAPD ↗ · 978-263-3435

$381.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
September 2026 — RF&L WEALTH MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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