RADER WEALTH MANAGEMENT LLC

Overview

Rader Wealth Management LLC is an independent, owner-operated registered investment adviser focused on serving individual and family clients. The firm combines financial planning with discretionary portfolio management and offers pension consulting and the selection of other advisers as part of its service set. Its fee model mixes percentage-of-AUM billing with fixed fees, and it operates as a capital allocator — meaning it places client assets across third-party managers in addition to in-house portfolio sleeves. Investment activity is concentrated in publicly available pooled products as the core sleeve, while the firm also sources private opportunities through third-party managers. Rader Wealth Management is not an active ESG investor and maintains a relatively compact, local footprint rather than a broad multi-state advisory network. The firm lists an accountant among its industry affiliations, indicating an adviser model that coordinates with tax and accounting professionals for client advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices