RKL WEALTH MANAGEMENT LLC
Legal name: RKL PRIVATE WEALTH
CRD #122693 SEC #801-66968 LANCASTER, PA (717) 399-1700
SEC Registered
Total AUM
$2.1B
Discretionary
$1.9B
Employees
37
Clients
101
Accounts
1,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.1B | $1.9B | $254.5M | 37 | 12 |
| Oct 2024 | $1.8B | $1.6B | $235.3M | 35 | 9 |
| Mar 2024 | $1.8B | $1.6B | $235.3M | 35 | 9 |
| Feb 2024 | $1.4B | $1.3B | $170.9M | 33 | 4 |
| Mar 2023 | $1.4B | $1.3B | $170.9M | 33 | 4 |
| Mar 2022 | $1.4B | $1.2B | $181.3M | 28 | 3 |
| Feb 2022 | $1.2B | $1.1B | $145.2M | 24 | 5 |
| Feb 2022 | $1.2B | $1.1B | $145.2M | 24 | 5 |
| Nov 2021 | $1.2B | $1.1B | $145.2M | 24 | 5 |
| Oct 2021 | $1.2B | $1.1B | $145.2M | 24 | 5 |
| Oct 2021 | $1.2B | $1.1B | $145.2M | 24 | 5 |
| Mar 2021 | $1.2B | $1.1B | $145.2M | 24 | 5 |
| Mar 2021 | $1.2B | $1.1B | $145.2M | 24 | 5 |
| Oct 2020 | $1B | $969.5M | $73.1M | 24 | 8 |
| Oct 2020 | $1B | $969.5M | $73.1M | 24 | 8 |
| Aug 2020 | $1B | $969.5M | $73.1M | 24 | 8 |
| Jul 2020 | $1B | $969.5M | $73.1M | 24 | 8 |
| Jun 2020 | $1B | $969.5M | $73.1M | 24 | 8 |
| Jun 2020 | $1B | $969.5M | $73.1M | 24 | 8 |
| Mar 2020 | $1B | $969.5M | $73.1M | 24 | 8 |
| Nov 2019 | $1B | $1B | $2.2M | 25 | 5 |
| Mar 2019 | $1B | $1B | $2.2M | 25 | 5 |
| Mar 2018 | $1B | $1B | $4.8M | 20 | 4 |
| May 2017 | $881.6M | $738M | $143.5M | 17 | 1,000 |
| Mar 2017 | $881.6M | $738M | $143.5M | 17 | 1,000 |
| May 2016 | $510.7M | $377M | $133.7M | 16 | 700 |
| Apr 2016 | $510.7M | $377M | $133.7M | 16 | 700 |
| Feb 2016 | $510.7M | $377M | $133.7M | 16 | 700 |
| Jan 2016 | $386.8M | $385.3M | $1.5M | 15 | 500 |
| Jan 2016 | $386.8M | $385.3M | $1.5M | 15 | 500 |
| May 2015 | $356.6M | $355.1M | $1.5M | 9 | 500 |
| Mar 2015 | $356.6M | $355.1M | $1.5M | 9 | 500 |
| Feb 2014 | $297.7M | $296.2M | $1.4M | 9 | 400 |
| Jan 2013 | $228.3M | $224.1M | $4.3M | 7 | 400 |
| Mar 2012 | $189.7M | $184.7M | $5M | 6 | 300 |
| Mar 2011 | $170.3M | $165.1M | $5.2M | 10 | -- |
| Jul 2010 | $142.8M | $140.3M | $2.5M | 10 | -- |
| Mar 2010 | $142.8M | $140.3M | $2.5M | 10 | -- |
| Mar 2008 | $133.3M | $131.5M | $1.8M | 10 | -- |
| Mar 2007 | $107.5M | $105.1M | $2.4M | 10 | -- |
DateMar 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$254.5M
Employees37
Clients12
DateOct 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$235.3M
Employees35
Clients9
DateMar 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$235.3M
Employees35
Clients9
DateFeb 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$170.9M
Employees33
Clients4
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$170.9M
Employees33
Clients4
DateMar 2022
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$181.3M
Employees28
Clients3
DateFeb 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$145.2M
Employees24
Clients5
DateFeb 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$145.2M
Employees24
Clients5
DateNov 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$145.2M
Employees24
Clients5
DateOct 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$145.2M
Employees24
Clients5
DateOct 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$145.2M
Employees24
Clients5
DateMar 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$145.2M
Employees24
Clients5
DateMar 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$145.2M
Employees24
Clients5
DateOct 2020
Total AUM$1B
Discretionary$969.5M
Non-Disc.$73.1M
Employees24
Clients8
DateOct 2020
Total AUM$1B
Discretionary$969.5M
Non-Disc.$73.1M
Employees24
Clients8
DateAug 2020
Total AUM$1B
Discretionary$969.5M
Non-Disc.$73.1M
Employees24
Clients8
DateJul 2020
Total AUM$1B
Discretionary$969.5M
Non-Disc.$73.1M
Employees24
Clients8
DateJun 2020
Total AUM$1B
Discretionary$969.5M
Non-Disc.$73.1M
Employees24
Clients8
DateJun 2020
Total AUM$1B
Discretionary$969.5M
Non-Disc.$73.1M
Employees24
Clients8
DateMar 2020
Total AUM$1B
Discretionary$969.5M
Non-Disc.$73.1M
Employees24
Clients8
DateNov 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$2.2M
Employees25
Clients5
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$2.2M
Employees25
Clients5
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$4.8M
Employees20
Clients4
DateMay 2017
Total AUM$881.6M
Discretionary$738M
Non-Disc.$143.5M
Employees17
Clients1,000
DateMar 2017
Total AUM$881.6M
Discretionary$738M
Non-Disc.$143.5M
Employees17
Clients1,000
DateMay 2016
Total AUM$510.7M
Discretionary$377M
Non-Disc.$133.7M
Employees16
Clients700
DateApr 2016
Total AUM$510.7M
Discretionary$377M
Non-Disc.$133.7M
Employees16
Clients700
DateFeb 2016
Total AUM$510.7M
Discretionary$377M
Non-Disc.$133.7M
Employees16
Clients700
DateJan 2016
Total AUM$386.8M
Discretionary$385.3M
Non-Disc.$1.5M
Employees15
Clients500
DateJan 2016
Total AUM$386.8M
Discretionary$385.3M
Non-Disc.$1.5M
Employees15
Clients500
DateMay 2015
Total AUM$356.6M
Discretionary$355.1M
Non-Disc.$1.5M
Employees9
Clients500
DateMar 2015
Total AUM$356.6M
Discretionary$355.1M
Non-Disc.$1.5M
Employees9
Clients500
DateFeb 2014
Total AUM$297.7M
Discretionary$296.2M
Non-Disc.$1.4M
Employees9
Clients400
DateJan 2013
Total AUM$228.3M
Discretionary$224.1M
Non-Disc.$4.3M
Employees7
Clients400
DateMar 2012
Total AUM$189.7M
Discretionary$184.7M
Non-Disc.$5M
Employees6
Clients300
DateMar 2011
Total AUM$170.3M
Discretionary$165.1M
Non-Disc.$5.2M
Employees10
Clients--
DateJul 2010
Total AUM$142.8M
Discretionary$140.3M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2010
Total AUM$142.8M
Discretionary$140.3M
Non-Disc.$2.5M
Employees10
Clients--
DateMar 2008
Total AUM$133.3M
Discretionary$131.5M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2007
Total AUM$107.5M
Discretionary$105.1M
Non-Disc.$2.4M
Employees10
Clients--