RF&L WEALTH MANAGEMENT, LLC
CRD #140210 SEC #801-66710 ACTON, MA 978-263-3435
SEC Registered
Total AUM
$325.4M
Discretionary
$298.8M
Employees
3
Clients
--
Accounts
439
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $325.4M | $298.8M | $26.5M | 3 | 0 |
| Mar 2024 | $287.1M | $262.4M | $24.7M | 3 | 0 |
| Mar 2024 | $287.1M | $262.4M | $24.7M | 3 | 0 |
| Mar 2023 | $241.4M | $219.6M | $21.8M | 3 | 0 |
| Feb 2023 | $241.4M | $219.6M | $21.8M | 3 | 0 |
| Jul 2022 | $242.2M | $217.1M | $25.1M | 3 | 1 |
| Mar 2022 | $242.2M | $217.1M | $25.1M | 3 | 1 |
| Jun 2021 | $209.9M | $188.8M | $21.1M | 3 | 1 |
| Mar 2021 | $209.9M | $188.8M | $21.1M | 3 | 1 |
| Sep 2020 | $182.4M | $162.2M | $20.2M | 3 | 2 |
| Jun 2020 | $182.4M | $162.2M | $20.2M | 3 | 2 |
| Feb 2020 | $182.4M | $162.2M | $20.2M | 3 | 2 |
| Jun 2019 | $149.1M | $131.2M | $17.9M | 3 | 2 |
| Mar 2019 | $149.1M | $131.2M | $17.9M | 3 | 2 |
| Mar 2018 | $165.4M | $138.9M | $26.5M | 3 | 0 |
| Nov 2017 | $147.1M | $129.6M | $17.5M | 3 | 0 |
| Feb 2017 | $147.1M | $129.6M | $17.5M | 3 | 26 |
| Aug 2016 | $140.7M | $124.1M | $16.6M | 3 | 26 |
| May 2016 | $140.7M | $124.1M | $16.6M | 3 | 26 |
| Feb 2016 | $140.7M | $124.1M | $16.6M | 3 | 26 |
| Jan 2016 | $141.2M | $124.8M | $16.4M | 2 | 100 |
| Mar 2015 | $141.2M | $124.8M | $16.4M | 2 | 100 |
| Feb 2014 | $134.7M | $117.4M | $17.3M | 2 | 100 |
| Feb 2013 | $107.2M | $93.5M | $13.8M | 2 | 200 |
| Mar 2012 | $96.2M | $84.3M | $11.8M | 1 | 147 |
| Mar 2012 | $96.2M | $84.3M | $11.8M | 1 | 147 |
| Mar 2009 | $68.2M | $59.6M | $8.5M | 5 | -- |
| Mar 2008 | $109.2M | $94.3M | $14.9M | 5 | -- |
| Mar 2007 | $107.9M | $96.3M | $11.6M | 5 | -- |
DateMar 2025
Total AUM$325.4M
Discretionary$298.8M
Non-Disc.$26.5M
Employees3
Clients0
DateMar 2024
Total AUM$287.1M
Discretionary$262.4M
Non-Disc.$24.7M
Employees3
Clients0
DateMar 2024
Total AUM$287.1M
Discretionary$262.4M
Non-Disc.$24.7M
Employees3
Clients0
DateMar 2023
Total AUM$241.4M
Discretionary$219.6M
Non-Disc.$21.8M
Employees3
Clients0
DateFeb 2023
Total AUM$241.4M
Discretionary$219.6M
Non-Disc.$21.8M
Employees3
Clients0
DateJul 2022
Total AUM$242.2M
Discretionary$217.1M
Non-Disc.$25.1M
Employees3
Clients1
DateMar 2022
Total AUM$242.2M
Discretionary$217.1M
Non-Disc.$25.1M
Employees3
Clients1
DateJun 2021
Total AUM$209.9M
Discretionary$188.8M
Non-Disc.$21.1M
Employees3
Clients1
DateMar 2021
Total AUM$209.9M
Discretionary$188.8M
Non-Disc.$21.1M
Employees3
Clients1
DateSep 2020
Total AUM$182.4M
Discretionary$162.2M
Non-Disc.$20.2M
Employees3
Clients2
DateJun 2020
Total AUM$182.4M
Discretionary$162.2M
Non-Disc.$20.2M
Employees3
Clients2
DateFeb 2020
Total AUM$182.4M
Discretionary$162.2M
Non-Disc.$20.2M
Employees3
Clients2
DateJun 2019
Total AUM$149.1M
Discretionary$131.2M
Non-Disc.$17.9M
Employees3
Clients2
DateMar 2019
Total AUM$149.1M
Discretionary$131.2M
Non-Disc.$17.9M
Employees3
Clients2
DateMar 2018
Total AUM$165.4M
Discretionary$138.9M
Non-Disc.$26.5M
Employees3
Clients0
DateNov 2017
Total AUM$147.1M
Discretionary$129.6M
Non-Disc.$17.5M
Employees3
Clients0
DateFeb 2017
Total AUM$147.1M
Discretionary$129.6M
Non-Disc.$17.5M
Employees3
Clients26
DateAug 2016
Total AUM$140.7M
Discretionary$124.1M
Non-Disc.$16.6M
Employees3
Clients26
DateMay 2016
Total AUM$140.7M
Discretionary$124.1M
Non-Disc.$16.6M
Employees3
Clients26
DateFeb 2016
Total AUM$140.7M
Discretionary$124.1M
Non-Disc.$16.6M
Employees3
Clients26
DateJan 2016
Total AUM$141.2M
Discretionary$124.8M
Non-Disc.$16.4M
Employees2
Clients100
DateMar 2015
Total AUM$141.2M
Discretionary$124.8M
Non-Disc.$16.4M
Employees2
Clients100
DateFeb 2014
Total AUM$134.7M
Discretionary$117.4M
Non-Disc.$17.3M
Employees2
Clients100
DateFeb 2013
Total AUM$107.2M
Discretionary$93.5M
Non-Disc.$13.8M
Employees2
Clients200
DateMar 2012
Total AUM$96.2M
Discretionary$84.3M
Non-Disc.$11.8M
Employees1
Clients147
DateMar 2012
Total AUM$96.2M
Discretionary$84.3M
Non-Disc.$11.8M
Employees1
Clients147
DateMar 2009
Total AUM$68.2M
Discretionary$59.6M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2008
Total AUM$109.2M
Discretionary$94.3M
Non-Disc.$14.9M
Employees5
Clients--
DateMar 2007
Total AUM$107.9M
Discretionary$96.3M
Non-Disc.$11.6M
Employees5
Clients--