This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-2000
- Office Locations
- 4
Office Locations
About RKL Private Wealth
RKL Private Wealth is the wealth management arm of RKL (an accounting and business consulting firm). It advises business owners and entrepreneurs with financial and wealth planning, including tax planning, estate planning, insurance, and business succession guidance. Portfolios emphasize asset allocation, with heavy ETF use alongside fixed income. Uses platforms like eMoney/Tamarac and custody relationships including Charles Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JULIE A ENGLERT
Chief Compliance Officer, Managing Director
- CRD
- --
- Ownership
- Less than 5%
LAURIE MICHELE PEER
President
- CRD
- #4239738
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
BRANDON K ADAMS
Managing Director
- CRD
- #5372026
Samuel Ahmed Ben Ali
Wealth Analyst
- CRD
- #7816175
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,210,720,970 | $849,624 |
| Non-Discretionary | $297,346,098 | $4,073,234 |
| Total | $2,508,067,068 | $937,595 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing