Rkl Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lancaster, PA. Its latest Form ADV filing, dated March 27, 2026, reports $2.5B in regulatory assets under management, 38 employees, 6 offices, and 2,675 accounts.
Assets Under Management
$2.5B
Employees
38
Offices
6 offices
Total Clients
1,050
Primary office
LANCASTER, PA
1800 FRUITVILLE PIKE, LANCASTER, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.3% of total clients.
Top client categories% of clientsClients
1
Individuals
46.3%
486
2
HNWI
44.0%
462
3
Pension Plans
6.5%
68
4
Corporations
2.0%
21
5
Charitable
1.2%
13
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 27, 2026
Discretionary88.1%
$2.2B
88% of total RAUM88.1%
Non-discretionary11.9%
$297M
12% of total RAUM11.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.5B
Total Accounts2,675
10Y AUM Change+$1.6B (+184.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee28:1
10Y Employee Change+21 (+123.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.