# RKL Private Wealth

RKL Private Wealth is an Asset Manager based in Lancaster, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lancaster, United States
- **Region:** North America
- **Address:** Lancaster, PA, United States
- **Assets under management:** Undisclosed
- **Website:** rklprivatewealth.com

## Regulatory record

- **CRD number:** 122693
- **SEC file number:** 801-66968
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122693

## About

RKL Private Wealth is an SEC-registered investment adviser in Lancaster, PA, registered since 2006. The firm manages $2.5 billion in assets, with $2.2 billion managed on a discretionary basis. It has 38 employees and 23 investment advisers.

## Questions

### How does RKL Private Wealth integrate investment management with tax planning?

The firm operates as the SEC-registered investment advisor within RKL LLP, a full-service accounting and business advisory partnership. Client-facing wealth advisors share the same back office, CRM infrastructure, and partnership governance as the tax and estate planning professionals who prepare client returns and design wealth-transfer structures. This architecture allows the investment committee to evaluate portfolio moves against real-time tax data and entity-level considerations without the friction of inter-firm coordination.

### What is the relationship between RKL Private Wealth and the accounting firm RKL LLP?

RKL Private Wealth is a subsidiary and affiliate of RKL LLP, a large regional accounting and consulting firm with multiple offices in Pennsylvania. The wealth management team draws on the accounting firm's in-house tax, audit, and business advisory professionals who serve the same client base, making the investment function a service line of a broader professional services partnership rather than a freestanding RIA.

### What types of clients does the firm typically serve?

The client base concentrates on owners of mid-sized private businesses, partners in professional practices, and corporate executives across Pennsylvania and the Mid-Atlantic region. Many client relationships begin through the accounting firm's existing tax and business advisory engagements, which means the client pool skews toward liquidity-event-driven wealth, concentrated stock positions, and multi-generational business transition situations.

### How does the firm access alternative investments for its clients?

RKL Private Wealth provides access to private fund commitments, direct co-investments, and separately managed accounts through its platform, though it does not publicly disclose specific fund relationships. The investment committee reviews alternative offerings through the combined lens of the client's overall tax situation and estate plan, leveraging the in-house tax department during due diligence and post-commitment monitoring.

### Does RKL Private Wealth participate in fund commitments or only direct deals?

The firm employs a hybrid model that includes fund commitments to external private equity, private credit, and real asset managers, alongside direct index-like implementation for liquid public market exposures. The alternatives program prioritizes private fund structures and managed accounts suitable for qualified purchaser and accredited investor thresholds, aligned with the business owner and professional partner client base.

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Last updated: 2026-06-03T20:00:00.000Z

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