Dong Choe
Investment adviser representative at Rkl Private Wealth
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Rkl Private WealthMar 2024 to now
- Ambassador AdvisorsMar 2023 to Mar 2024
- Avante Language ServicesNov 2022 to Jun 2023
- UnemployedJul 2022 to Nov 2022
- ParedOct 2019 to Mar 2020
- 12th Street CateringSep 2019 to Mar 2020
- TargetMay 2018 to Aug 2018
- Sleeping Giant Financial ServicesJun 2017 to Jul 2017
- Yakitori Boy & Japas LoungeAug 2016 to May 2017
- Onion's CafeJun 2014 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rkl Private Wealth
Legal name: Rkl Wealth Management LLC
$2.5BAssets managed
1,050Clients
29Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7724356
- Firm CRD
- 122693