Ruedi Wealth Management, Inc.
Firm details
- Headquarters
- Champaign, Illinois
- CRD number
- 173262
- Registered since
- October 24, 2014
- Website
- www.ruediwealth.com
- 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
FINTRXOverview
Ruedi Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and first registered with the SEC in 2014. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and it charges fees by percentage of assets under management alongside hourly and fixed-fee engagements. The firm's filings indicate an equity-oriented investment posture and a reliance on exchange-traded instruments for portfolio construction. Ruedi Wealth Management is not identified as an active ESG investor and is not listed as a multi-state or pension consultant adviser in the snapshot data.
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 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$415M in ETFs
3%
$10.4M
97%
$404M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $102M | 2,293,774 | 24.55% |
Location
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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