RUDE WEALTH ADVISORY

RIASEC Registered

Total AUM

$54.4M

Discretionary

$52M

96% of AUM

Avg account

$132K

Accounts

412

Employees

Advisory reps

Firm details

Headquarters: OLNEY, Illinois
CRD number: 312865
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.97%
Individuals38.57%
Pension & Profit Sharing Plans4.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rude Wealth Advisory is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as some institutional relationships, and it provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee arrangements include a percentage of assets under management plus the option of hourly or fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It appears to operate as a single-state practice rather than a multi-state or newly formed adviser, and it does not report any related-adviser relationships.