Rf&L Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Acton, MA. Its latest Form ADV filing, dated March 10, 2026, reports $381M in regulatory assets under management, 3 employees, 2 offices, and 463 accounts.
Assets Under Management
$381M
Employees
3
Offices
2 offices
Total Clients
143
Primary office
ACTON, MA
525 MASSACHUSETTS AVENUE, SUITE 205, ACTON, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.8% of total clients.
Top client categories% of clientsClients
1
HNWI
53.8%
77
2
Individuals
41.3%
59
3
Corporations
3.5%
5
4
Pension Plans
0.7%
1
5
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$381Mas of March 10, 2026
Discretionary92.5%
$352M
92% of total RAUM92.5%
Non-discretionary7.5%
$29M
8% of total RAUM7.5%
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$381M
Total Accounts463
10Y AUM Change+$234M (+159.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* 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.