RKL Wealth Management is an investment advisor in Lancaster with $1.43 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Kuntz Lesher Capital LLC
SEC CIK
IRS number
233016440
SEC advisor number
801-66968
FINRA CRD number
122693
AUM ?
$1.43 bn
(as of 27 Mar 22)
Accounts
854
(as of 27 Mar 22)
Employees
28
(19 investment advisory or research)
Address
RKL Wealth Management
1800 FRUITVILLE PIKE
BOX 8408
LANCASTER
PA 17604
1800 FRUITVILLE PIKE
BOX 8408
LANCASTER
PA 17604
Phone
717-399-1700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21