SourcingSourcing

ROLEK WEALTH MANAGEMENT LLC

B50
CRD 285351·SEC 801-129490·BERWYN, PA
AUM
$239.2M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$717K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROLEK WEALTH MANAGEMENT LLC
CRD
285351
SEC file #
801-129490
EIN
813933580
DBA names
Rolek Retirement Planning

Economics

AUM
$239.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$165.6M → $239.2M▲ +44%
Client mix
Individuals High Net Worth133
Individuals Other129

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BERWYN PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
linkedin.com/in/kyle-rolek-b7b5b836(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROLEK, KYLE, J
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ROLEK, KYLE, J
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:rolek.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002051339
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-17
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001951757-26-000692

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
1055 WESTLAKES DRIVESUITE 300BERWYN, PA 19312
Business
1055 WESTLAKES DRIVESUITE 300BERWYN, PA 19312
Edgar EIN
813933580
Edgar Recent Filings
13F-HR2026-04-22 · 0001951757-26-000692
13F-HR2026-01-26 · 0001951757-26-000306
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5693355
Trust Company Affiliate
No

People (1)

1
ROLEK, KYLE, J
IAR · Direct Owner · 87.5%
5693355