RKL WEALTH MANAGEMENT LLC of LANCASTER, PA is an SEC-registered investment adviser (CRD 122693). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Laurie Michele Peer | PRESIDENT | — |
| Edward William Monborne | CHIEF EXECUTIVE OFFICER OF RKL LLP | — |
| Julie A Englert | CHIEF COMPLIANCE OFFICER | — |
| MONBORNE EDWARD WILLIAM | CEO OF RKL; CHIEF EXECUTIVE OFFICER OF RKL LLP; PARTNER IN RKL | — |
| FISHER SARAH YOUNG | CHIEF COMPLIANCE OFFICER; OFFICER; PRESIDENT | — |
| RUSSO ROBIN LITTLE | CHIEF COMPLIANCE OFFICER | — |
| CONNERTON STEPHANIE ANN | CHIEF COMPLIANCE OFFICER | — |
| MULLER THERESA ANN | CHIEF COMPLIANCE OFFICER | — |
| PEER LAURIE MICHELE | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT - CHIEF COMPLIANCE OFFICER; OFFICER (+3 more) | — |
| ETTER STEPHANIE JEAN | CHIEF COMPLIANCE OFFICER | — |
| BOYER NICHOLAS ALEXANDER | EXECUTIVE VICE PRESIDENT | — |
| ENGLERT JULIE A | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WYOMISSING | PA | 5 | 717-399-1700 |
| WYOMISSING | PA | 5 | 717-399-1700 |
| YORK | PA | 2 | 717-399-1700 |
| YORK | PA | 2 | 717-399-1700 |
| MECHANICSBURG | PA | 1 | 717-399-1700 |
| EXTON | PA | 1 | 717-399-1700 |
| CHAMBERSBURG | PA | 1 | 717-552-2967 |
| MECHANICSBURG | PA | 1 | 717-399-1700 |
| EXTON | PA | 1 | 717-399-1700 |
| CHAMBERSBURG | PA | 1 | 717-552-2967 |
| ALLENTOWN | PA | 0 | 717-399-1700 |
| ALLENTOWN | PA | 0 | 717-399-1700 |