Rf&l Wealth Management, LLC
Rf&l Wealth Management, LLC is an SEC-registered wealth manager in Acton, MA with $381.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Rf&l Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140210, SEC 801-66710, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $381.1M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Acton, MA
- Employees
- 3
- Clients
- 143
- CRD
- 140210
- Ownership
- GIBLIN, HARRY, JOSEPH; HASS, RODNEY, WILLIAM; TAYLOR, MICHAEL, JOSEPH; DOHERTY, F., NEIL; HALL, DAVID, INNS
How much AUM does Rf&l Wealth Management, LLC have?
Rf&l Wealth Management, LLC reported $381.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Rf&l Wealth Management, LLC?
Disclosed owners and executives of Rf&l Wealth Management, LLC include GIBLIN, HARRY, JOSEPH, HASS, RODNEY, WILLIAM, TAYLOR, MICHAEL, JOSEPH, DOHERTY, F., NEIL, HALL, DAVID, INNS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.