# RKL Private Wealth

> RKL Private Wealth is an SEC-registered investment advisory firm in Lancaster, PA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 122693
- Filed as: RKL PRIVATE WEALTH
- Legal name: RKL Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lancaster, PA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122693
- AdvisorCensus page: https://advisorcensus.com/firm/rkl-private-wealth-lancaster-pa-122693

## Quick answers

**How is RKL Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), RKL Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is RKL Private Wealth located?**
RKL Private Wealth's principal office is in Lancaster, PA, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is RKL Private Wealth registered with the SEC or a state?**
RKL Private Wealth is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 122693.

**How much does RKL Private Wealth manage?**
RKL Private Wealth reports $2,508,067,068 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (88% discretionary).

**How have RKL Private Wealth's assets and staff changed since 2021?**
In the Form ADV data for RKL Private Wealth: Regulatory assets under management: $1,227,188,258 in the October 2021 data and $2,508,067,068 in the October 2026 data, up 104%. Total employees: 24 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does RKL Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (486); high net worth individuals (462); pension and profit sharing plans (but not the plan participants or government pension plans) (68).

**Which custodians does RKL Private Wealth use?**
RKL Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does RKL Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122693

**What changed in RKL Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,508,067,068
- Discretionary: $2,210,720,970
- Non-discretionary: $297,346,098

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 486 | $191,413,635 |
| High net worth individuals | 462 | $1,911,655,527 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 68 | $318,618,306 |
| Charitable organizations | 13 | $26,557,933 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $13,560,984 |
| Corporations or other businesses not listed above | 21 | $46,260,683 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 38 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DE, FL, GA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Allentown, PA
- Chambersburg, PA
- Exton, PA
- Mechanicsburg, PA
- Wyomissing, PA
- York, PA

### Websites listed on Form ADV (Item 1.I)
- rklcpa.com
- rklwealth.com
- vimeo.com/rklcpa
- Facebook @RKLCPA
- Instagram @RKLCPA
- LinkedIn @rklllp
- X @RKLCPA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,227,188,258 | 24 | March 16, 2021 |
| October 2022 | $1,430,349,865 | 28 | March 27, 2022 |
| October 2023 | $1,431,852,377 | 33 | March 29, 2023 |
| October 2024 | $1,796,065,985 | 35 | March 27, 2024 |
| October 2025 | $2,128,225,509 | 37 | March 28, 2025 |
| October 2026 | $2,508,067,068 | 38 | September 30, 2026 |

Regulatory assets under management: $1,227,188,258 in the October 2021 data and $2,508,067,068 in the October 2026 data, up 104%.
Total employees: 24 in October 2021 and 38 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 25 to 23.
- Regulatory assets under management went from $2,128,225,509 to $2,508,067,068 (+18%).

### February 2026
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RKL Private Wealth (CRD 122693): Form ADV filing data as of October 2026.