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RF&L WEALTH MANAGEMENT, LLC
CRD 140210 · SEC 801-66710
525 MASSACHUSETTS AVENUE, SUITE 205, ACTON, MA, 01720, United States
Phone
978-263-3435
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.1M
Discretionary AUM
$352.4M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $23.9M |
| High net worth individuals | 77 | $341.2M |
| Pension/profit sharing plans | 1 | $901K |
| Charitable organizations | 1 | $6.0M |
| Corporations/business entities | 5 | $9.1M |
States served
CA, IL, MA, NJ, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD