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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 13, 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 |
|---|---|---|---|---|
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROLEK, KYLE, J | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 13, 2025 REGISTERED
Notice Filings (2)
PA TX
Address
1055 WESTLAKES DRIVESUITE 300
BERWYN, PA 19312
United States
Phone: (267) 427-5667