Rudd And Wisdom, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
35
Advisory reps
5

Firm details

Headquarters
Austin, Texas
CRD number
115092
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rudd And Wisdom, Inc. is a privately owned corporate advisory firm that positions itself as a capital allocator and adviser to clients through fee-based consulting rather than percentage-based investment management. The firm bills on an hourly and fixed-fee basis and lists financial planning, pension consulting, selection of other advisers, and educational seminars/workshops among its core advisory activities. It identifies as an active allocator to third‑party managers but does not describe itself as an ESG investor. The firm is owned by an individual and is not classified under a specific advisory subtype in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Michael Muth

    Michael Muth

    PrincipalCRD 4459258

  • Mitchell Bilbe

    Mitchell Bilbe

    PrincipalCRD 6316498

  • William Edwards

    AnalystCRD 7662254

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
9500 Arboretum Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth