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RUEDI WEALTH MANAGEMENT, INC.
CRD 173262 · SEC 801-80415
2502 GALEN DRIVE, SUITE 102, CHAMPAIGN, IL, 61821, United States
Phone
217-356-1400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$498.0M
Discretionary AUM
$478.3M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 335 | $113.9M |
| High net worth individuals | 126 | $346.0M |
| Pension/profit sharing plans | 4 | $25.6M |
| Charitable organizations | 2 | $2.2M |
| Corporations/business entities | 2 | $10.3M |
States served
AL, GA, IL, IN, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD