Luedtke & Associates LLC

RIASEC Registered

Total AUM

$248M

Discretionary

$222M

90% of AUM

Avg account

$188K

Accounts

1,320

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 337424
Registered since: September 8, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI48.26%
Individuals41.35%
Pension & Profit Sharing Plans10.4%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Luedtke & Associates LLC is an independent, LLC-structured registered investment adviser that identifies itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered as of 2025 and is owned by an individual. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Luedtke & Associates also operates as an insurance broker and charges clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm is not an active ESG investor and does not report a multi-state adviser designation.