Ruedi Wealth Management, Inc.
● SEC registered since 2014CRD 173262SEC# 801-80415Champaign, IL
Reg. AUM
$498M
Employees
5
Accounts
1,249
Location
Champaign, IL
Ruedi Wealth Management, Inc. assets under management
Ruedi Wealth Management, Inc. operates as an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 2014. It reports $498 million in regulatory assets under management and employs 5 people.
Ruedi Wealth Management, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Paul Ruedi | Shareholder | 10-25% | 2017 |
| David William Ruedi Control | Executive Vice President/ Shareholder | 10-25% | 2017 |
| Kati Ruedi Repko | Shareholder | 10-25% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Ruedi Wealth Management, Inc. manage?
Ruedi Wealth Management, Inc. reports $498 million in regulatory assets under management on its Form ADV.
How many employees does Ruedi Wealth Management, Inc. have?
Ruedi Wealth Management, Inc. reports 5 employees.
Where is Ruedi Wealth Management, Inc. located?
Ruedi Wealth Management, Inc. is based in Champaign, IL and has been SEC-registered since 2014.
Does Ruedi Wealth Management, Inc. disclose fund performance?
Ruedi Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2502 Galen Drive, Suite 102, Champaign, IL 61821 |
| Phone | 217-356-1400 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$498M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$498Mregulatory AUM
Discretionary $478.3MNon-discretionary $19.7M