Rudwall Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 284515
- Registered since
- December 6, 2016
- Website
- www.rudwallwealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- State & Local Bonds11%
- Private Funds6%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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