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Ruedi Wealth Management, Inc.

● SEC registered since 2014CRD 173262SEC# 801-80415Champaign, IL
Export (members)
Reg. AUM
$432M
Employees
5
Accounts
1,255
Location
Champaign, IL

Ruedi Wealth Management, Inc. assets under management

Ruedi Wealth Management, Inc. operates as an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2014. It reports $432 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/12959146View on SEC.gov ↗

Ruedi Wealth Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Daniel Paul RuediShareholder10-25%2017
David William Ruedi ControlExecutive Vice President/ Shareholder10-25%2017
Kati Ruedi RepkoShareholder10-25%2017
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Frequently asked questions

How much does Ruedi Wealth Management, Inc. manage?

Ruedi Wealth Management, Inc. reports $432 million in regulatory assets under management on its Form ADV.

How many employees does Ruedi Wealth Management, Inc. have?

Ruedi Wealth Management, Inc. reports 5 employees.

Where is Ruedi Wealth Management, Inc. located?

Ruedi Wealth Management, Inc. is based in Champaign, IL and has been SEC-registered since 2014.

Does Ruedi Wealth Management, Inc. disclose fund performance?

Ruedi Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2502 Galen Drive, Suite 102, Champaign, IL 61821
Phone217-356-1400
Office hours8:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$410.9M
Non-discretionary$21.1M
Total (RAUM)$432M