ROLEK WEALTH MANAGEMENT LLC

ROLEK WEALTH MANAGEMENT LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 285351). Regulatory assets under management: $239.2M.

Registration

• CRD: 285351
• SEC file number: 801-129490
• Type: Registered investment adviser
• Location: 1055 WESTLAKES DRIVE, SUITE 300, BERWYN, PA, 19312
• Phone: (267) 427-5667
• Latest filing: 2026-02-24
• Regulatory AUM: $239.2M
• Discretionary AUM: $239.2M
• Clients: 1
• Accounts: 669

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285351 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search