Rolek Retirement Planning
Rolek Retirement Planning is an SEC-registered mass-market adviser in Berwyn, PA with $239.2M assets under management (AUM, regulatory AUM), +44% over one year. See who owns Rolek Retirement Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285351, SEC 801-129490, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $239.2M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Berwyn, PA
- Employees
- 1
- Clients
- 262
- CRD
- 285351
- Ownership
- ROLEK, KYLE, J
How much AUM does Rolek Retirement Planning have?
Rolek Retirement Planning reported $239.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Rolek Retirement Planning?
Disclosed owners and executives of Rolek Retirement Planning include ROLEK, KYLE, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.