Luedtke & Associates

RIASEC RegisteredEst. 2025

Total AUM

$248M

Discretionary

$222M

90% of AUM

Avg account

$188K

Accounts

1,320

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 337424
Registered since: September 8, 2025
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI48.26%
Individuals41.35%
Pension & Profit Sharing Plans10.4%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Luedtke & Associates is an independent registered investment advisor organized as an LLC and owned by an individual. The firm acts as a capital allocator for both individual and family clients as well as select institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers; it also operates an insurance brokerage arm. Fee arrangements are flexible and include a percentage-of-assets model as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.