Rolek Retirement Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated February 24, 2026, reports $239M in regulatory assets under management, 1 employee, 2 offices, and 669 accounts.
Assets Under Management
$239M
Employees
1
Offices
2 offices
Total Clients
262
Primary office
BERWYN, PA
1055 WESTLAKES DRIVE, SUITE 300, BERWYN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
133
2
Individuals
49.2%
129
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of February 24, 2026
Discretionary100.0%
$239M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$239M
Total Accounts669
10Y AUM Change+$131M (+121.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee262:1
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.