0001085146-23-002003.txt : 20230502
0001085146-23-002003.hdr.sgml : 20230502
20230501211634
ACCESSION NUMBER: 0001085146-23-002003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230502
DATE AS OF CHANGE: 20230501
EFFECTIVENESS DATE: 20230502
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: RKL Wealth Management LLC
CENTRAL INDEX KEY: 0001604723
IRS NUMBER: 233016440
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16120
FILM NUMBER: 23876297
BUSINESS ADDRESS:
STREET 1: 1800 FRUITVILLE PIKE
STREET 2: BOX 8408
CITY: LANCASTER
STATE: PA
ZIP: 17604
BUSINESS PHONE: 717-399-1700
MAIL ADDRESS:
STREET 1: 1800 FRUITVILLE PIKE
STREET 2: BOX 8408
CITY: LANCASTER
STATE: PA
ZIP: 17604
FORMER COMPANY:
FORMER CONFORMED NAME: Kuntz Lesher Capital LLC
DATE OF NAME CHANGE: 20140403
13F-HR
1
primary_doc.xml
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false
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0001604723
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03-31-2023
03-31-2023
false
RKL Wealth Management LLC
1800 FRUITVILLE PIKE
BOX 8408
LANCASTER
PA
17604
13F HOLDINGS REPORT
028-16120
N
Julie A. Englert
Director of Operations & Compliance
717-399-1700
/s/ Julie A. Englert
Lancaster
PA
05-01-2023
0
131
791860623
false
INFORMATION TABLE
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INFORMATION TABLE
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SHS
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COM
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COM
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