RKL Private Wealth

RIASEC RegisteredEst. 2006
Total AUM
$2.5B
Discretionary
$2.2B
88% of AUM
Avg account
$938K
Accounts
2,675
Employees
38
Advisory reps
27

Firm details

Headquarters
Lancaster, Pennsylvania
CRD number
122693
Registered since
June 30, 2006
Website
www.rklcpa.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.22%
  • Pension & Profit Sharing Plans12.7%
  • Individuals7.63%
  • Corporations / Businesses1.84%
  • Charitable Organizations1.06%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

RKL Private Wealth is an independent registered investment adviser organized as an LLC and active since 2006. The firm operates as a capital allocator serving individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting work. Fee arrangements are mixed: percentage of assets under management, hourly charges and fixed fees are all used. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, US Government Bonds 20%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 4%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%65%
  • Exchange Traded Equities65%
  • US Government Bonds20%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents4%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Edward Monborne

    Edward Monborne

    Partner, CEOCRD 4587333

  • Robert Simons

    Independent ContractorCRD 4587340

Contacts

3 of 25
  • Thomas Reardon

    Thomas Reardon

    Partner, Senior Wealth AdvisorCRD 5800403

  • Michael Hinerdeer

    Michael Hinerdeer

    Senior TraderCRD 5302842

  • Deborah Lander

    Deborah Lander

    Senior Retirement Plan AdvisorCRD 5317258

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 150

Active vs passive

$2B in ETFs

Passive

100%

$2B

Active

<1%

$2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$237M316,31211.70%
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Location

Primary office

Lancaster, PA

Lancaster

Location

Lancaster, PA

Headquartered in Lancaster, PA, in the Northeast of the United States.

Region
Northeast
County
Lancaster
Address
1800 Fruitville Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth