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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HALL, DAVID, INNS | I | MEMBER | NA | Control |
| HALL, DAVID, INNS | I | MEMBER | NA | Control |
| HALL, DAVID, INNS | I | MEMBER | NA | Control |
| HALL, DAVID, INNS | I | MEMBER | NA | Control |
| HASS, ANDREW, WALPERT | I | MEMBER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| HASS, RODNEY, WILLIAM | I | MEMBER | NA | |
| HASS, RODNEY, WILLIAM | I | MEMBER | NA | |
| Hass, Andrew, W | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| Hass, Ryan, Walpert | I | MEMBER | NA | |
| TAYLOR, MICHAEL, JOSEPH | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, MICHAEL, JOSEPH | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, MICHAEL, JOSEPH | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, MICHAEL, JOSEPH | I | MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | E | Control |
| DOHERTY, F., NEIL | I | MEMBER | D | Control |
| DOHERTY, F., NEIL | I | MEMBER | D | Control |
| DOHERTY, F., NEIL | I | MEMBER | D | Control |
| DOHERTY, F., NEIL | I | MEMBER | D | Control |
| DOHERTY, F., NEIL | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| DOHERTY, F., NEIL | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| DOHERTY, F., NEIL | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, ANDREW, WALPERT | I | MEMBER, CO-PRESIDENT, & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, ANDREW, WALPERT | I | MEMBER, CO-PRESIDENT, & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, ANDREW, WALPERT | I | MEMBER, CO-PRESIDENT, & CHIEF COMPLIANCE OFFICER | D | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | D | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | D | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | D | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | D | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | D | Control |
| Hass, Ryan, Walpert | I | MEMBER | D | Control |
| Hass, Ryan, Walpert | I | MEMBER | D | Control |
| Hass, Ryan, Walpert | I | MEMBER | D | Control |
| Hass, Ryan, Walpert | I | MEMBER | D | Control |
| Hass, Ryan, Walpert | I | MEMBER & CO-PRESIDENT | D | Control |
| Hass, Ryan, Walpert | I | MEMBER & CO-PRESIDENT | D | Control |
| Hass, Ryan, Walpert | I | MEMBER & CO-PRESIDENT | D | Control |
| DOHERTY, F., NEIL | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| DOHERTY, F., NEIL | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | C | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | C | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | C | Control |
| HASS, RODNEY, WILLIAM | I | MEMBER | C | Control |
| GIBLIN, HARRY, JOSEPH | I | MEMBER | A | Control |
| GIBLIN, HARRY, JOSEPH | I | MEMBER | A | Control |
| GIBLIN, HARRY, JOSEPH | I | MEMBER | A | Control |
| GIBLIN, HARRY, JOSEPH | I | MEMBER | A | Control |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | A | |
| HASS, ANDREW, WALPERT | I | MEMBER & CHIEF COMPLIANCE OFFICER | A | |
| Hass, Ryan, Walpert | I | MEMBER | A | |
| Hass, Ryan, Walpert | I | MEMBER | A |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (8)
CA CT FL IL MA NH NJ TX
Address
525 MASSACHUSETTS AVENUESUITE 205
ACTON, MA 01720
United States
Phone: 978-263-3435