ROLEK WEALTH MANAGEMENT LLC
Legal name: ROLEK RETIREMENT PLANNING
CRD #285351 SEC #801-129490 BERWYN, PA (267) 427-5667
SEC Registered
Total AUM
$165.6M
Discretionary
$165.6M
Employees
1
Clients
51
Accounts
560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $165.6M | $165.6M | $0 | 1 | 0 |
| Aug 2024 | $127M | $127M | $0 | 1 | 0 |
| May 2024 | $127M | $127M | $0 | 1 | 0 |
| May 2024 | $127M | $127M | $0 | 1 | 0 |
| Apr 2024 | $108.1M | $108.1M | $0 | 1 | 0 |
| Jan 2024 | $108.1M | $108.1M | $0 | 1 | 0 |
| Jan 2024 | $108.1M | $108.1M | $0 | 1 | 0 |
DateJan 2025
Total AUM$165.6M
Discretionary$165.6M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees1
Clients0