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Ruedi Wealth Management, Inc.
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Champaign, Illinois
$202.2 million AUM
2 offices

Ruedi Wealth Management, Inc. is based in Champaign, Illinois and has $202.2 million in assets under management.

Location
2502 Galen Drive
Suite 102
Champaign, IL 61821
$202.2 million
AUM
6
Employees
AUM Share
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$202,249,999
Assets under management
910 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 300 $79,310,969 39% $264,370
High net worth individuals 52 $109,611,891 54% $2,107,921
Pension and profit sharing plans 6 $11,739,342 6% $1,956,557
Other corporations or businesses 5 $1,587,797 1% $317,559
Employees Share
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6
Employees
5
Investment analysts
83% of total employees
AUM per employee Share
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$202,249,999
Assets under management
$33,708,333
AUM per employee
$40,450,000
AUM per investment analyst
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Compensation

Ruedi Wealth Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Ruedi Wealth Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 173,262
SEC number 801-80415
Legal structure Corporation
Legal governance Illinois, United States
Latest ADV filing date March 31, 2020

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