Joshua R. Wenger
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 WealthJul 2025 to now
- J.P. Morgan Securities LLCJul 2024 to Jul 2025
- JPMorgan Chase Bank, N.A.Jul 2024 to Jul 2025
- UnemployedJun 2024 to Jun 2024
- JP Morgan ChaseJun 2023 to Aug 2023
- Deloitte LLPJan 2023 to Apr 2023
- Simon Lever LLCMay 2022 to Jun 2022
- University of PittsburghAug 2020 to May 2024
- UnemployedApr 2020 to Jul 2020
- Penn CinemaAug 2017 to Mar 2020
- UnemployedJul 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7953928
- Firm CRD
- 122693