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 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
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 2RYAN REPKO
Financial Advisor, Chief Compliance OfficerCRD 6855888
PAUL RUEDI
CEOCRD 1301608
Contacts
3 of 4PAUL 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 45Active vs passive
$378M in ETFs
3%
$10.2M
97%
$368M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $89M | 2,290,135 | 23.54% |
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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