Rudwall Wealth Management LLC

RIAState Registered
Total AUM
$22.6M
Discretionary
$22.6M
100% of AUM
Avg account
$646K
Accounts
35
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
284515
Registered since
December 6, 2016
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI80.19%
  • Individuals14.67%
  • Corporations / Businesses5.14%
Services
Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rudwall Wealth Management LLC is an Illinois-based limited liability company that provides advisory services to individuals, families and some institutional clients. The firm charges fees as a percentage of assets under management and performs portfolio management for individuals and small businesses, selects third‑party advisers on behalf of clients, and runs educational seminars and workshops. Rudwall also operates as an insurance broker and identifies itself as a capital allocator — it places client capital with external alternative fund managers rather than running large in‑house private fund platforms. The firm does not characterize itself as an active ESG investor and operates primarily under its Illinois registration.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 74%, State & Local Bonds 11%, Private Funds 6%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 2%, Other 2%74%
  • Exchange Traded Equities74%
  • State & Local Bonds11%
  • Private Funds6%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents2%

Owners & executives

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Contacts

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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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth