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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BOYER, NICHOLAS, ALEXANDER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNERTON, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ENGLERT, JULIE, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ENGLERT, JULIE, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ENGLERT, JULIE, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ETTER, STEPHANIE, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | OFFICER | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| FISHER, SARAH, YOUNG | I | PRESIDENT | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | PARTNER IN RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | PARTNER IN RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | PARTNER IN RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | PARTNER IN RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | PARTNER IN RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MONBORNE, EDWARD, WILLIAM | I | CEO OF RKL | NA | Control |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | EXECUTIVE VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | EXECUTIVE VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT (09/2018) / CHIEF COMPLIANCE OFFICER (10/2021) | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT (09/2018) / CHIEF COMPLIANCE OFFICER (10/2021) | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT (09/2018) / CHIEF COMPLIANCE OFFICER (10/2021) | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| PEER, LAURIE, MICHELE | I | PRESIDENT | NA | Control |
| RUSSO, ROBIN, LITTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, ROBIN, LITTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, ROBIN, LITTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, ROBIN, LITTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, ROBIN, LITTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RUSSO, ROBIN, LITTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | OWNER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | OWNER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| REINSEL KUNTZ LESHER LLP (RKL) | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP | DE | MEMBER | E | Control |
| RKL LLP (FKA/REINSEL KUNTZ LESHER LLP) | DE | MEMBER | E | Control |
| RKL LLP (FKA/REINSEL KUNTZ LESHER LLP) | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
| MONBORNE, EDWARD, WILLIAM | I | RKL LLP | F | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (17)
CA CO DE FL GA LA MA MD NC NE NH NJ NY PA SC TX VA
Address
1800 FRUITVILLE PIKELANCASTER, PA 17601
United States
Phone: (717) 399-1700