0001085146-18-001155.txt : 20180426 0001085146-18-001155.hdr.sgml : 20180426 20180425190344 ACCESSION NUMBER: 0001085146-18-001155 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180426 DATE AS OF CHANGE: 20180425 EFFECTIVENESS DATE: 20180426 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: 18775568 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 13F-HR LIVE false true false 0001604723 XXXXXXXX 03-31-2018 03-31-2018 RKL Wealth Management LLC
1800 FRUITVILLE PIKE BOX 8408 LANCASTER PA 17604
13F HOLDINGS REPORT 028-16120 N
Theresa Muller Chief Compliance Officer 717 399-1700 /s/ Theresa Muller Lancaster PA 04-23-2018 0 130 422843 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1013021369SHSOLE 001369ABBVIE INCCOM00287Y109105511115SHSOLE 0011115ALPHABET INCCAP STK CL C02079K107348339SHSOLE 00339ALPHABET INCCAP STK CL A02079K30563966206SHSOLE 006206ALTRIA GROUP INCCOM02209S103101616325SHSOLE 0016325AMAZON COM INCCOM02313510676915319SHSOLE 005319APPLE INCCOM037833100340520294SHSOLE 0020294AT&T INCCOM00206R102195754949SHSOLE 0054949AUTOMATIC DATA PROCESSING INCOM053015103257622683SHSOLE 0022683BANK NEW YORK MELLON CORPCOM0640581002705224SHSOLE 005224BB&T CORPCOM054937107162731277SHSOLE 0031277BERKSHIRE HATHAWAY INC DELCL B NEW084670702414020715SHSOLE 0020715BLACKROCK INCCOM09247X10116222980SHSOLE 002980BOEING COCOM097023105314957SHSOLE 00957BRISTOL MYERS SQUIBB COCOM110122108179228274SHSOLE 0028274CELGENE CORPCOM151020104122413777SHSOLE 0013777CHEVRON CORP NEWCOM166764100464440696SHSOLE 0040696CISCO SYS INCCOM17275R10277818092SHSOLE 0018092CITIZENS FINL GROUP 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