RUEDI WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2014
Total AUM
$498M
Discretionary
$478M
96% of AUM
Avg account
$399K
Accounts
1,249
Employees
5
Advisory reps
6

Firm details

Headquarters
CHAMPAIGN, Illinois
CRD number
173262
Registered since
October 24, 2014
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI69.47%
  • Individuals22.88%
  • Pension & Profit Sharing Plans5.13%
  • Corporations / Businesses2.06%
  • Charitable Organizations0.45%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ruedi Wealth Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2014. The firm is structured as a corporation owned by an individual and serves both individual & family clients and institutional clients. Primary advisory services include financial planning and portfolio management for individuals and small businesses. Client billing is flexible: the firm uses asset-based fees alongside hourly and fixed-fee arrangements. Ruedi does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Public Funds/Mutual Funds 18%, Cash & Cash Equivalents 1%81%
  • Exchange Traded Equities81%
  • Public Funds/Mutual Funds18%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • RYAN REPKO

    Financial Advisor, Chief Compliance OfficerCRD 6855888

  • PAUL RUEDI

    CEOCRD 1301608

Contacts

3 of 4
  • PAUL RUEDI

    Financial AdvisorCRD 5978662

  • DAVID RUEDI

    Vice President and Financial AdvisorCRD 6245920

  • DANIEL RUEDI

    Financial AdvisorCRD 6723884

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$378M in ETFs

Passive

3%

$10.2M

Active

97%

$368M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$89M2,290,13523.54%

Location

Primary office

CHAMPAIGN, IL

CHAMPAIGN

Location

CHAMPAIGN, IL

Headquartered in CHAMPAIGN, IL, in the Midwest of the United States.

Region
Midwest
County
CHAMPAIGN
Address
2502 Galen Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth