Kyle Rolek
@Rolek Wealth Management Llc
Latest period2024 - Q4ReportedManaged Assets$127.604MTotal holdings11
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Rolek Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 11 positions.
Assets under management
The assets under management (AUM) of Rolek Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 127.604M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Kyle Rolek, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
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