Unclaimed Profile

Charles Edward Lief

RUDWALL WEALTH MANAGEMENT LLC·LIBERTYVILLE, Illinois

SIE, Series 7, Series 63, Series 65Clean record7 years registeredRUDWALL WEALTH MANAGEMENT LLC

313 E. CHURCH STREET, LIBERTYVILLE, IL 60048CRD# 1270916Firm CRD# 284515

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Edward Lief · LIBERTYVILLE, IL

Registration

CRD #1270916 · RUDWALL WEALTH MANAGEMENT LLC · 7 years registered

Brand Profile

Not yet started

Career History

RUDWALL WEALTH MANAGEMENT LLC

Aug 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 20, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUDWALL WEALTH MANAGEMENT LLC

CRD 284515 · SEC 801-108714

AUM

$19M

Regulatory assets under management

Employees

23 client accounts

Services offered by RUDWALL WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at RUDWALL WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Charles Edward Lief offer?

Charles Edward Lief specializes in Investment Management, Fee-Only Advisory. Contact their office in LIBERTYVILLE, Illinois for a consultation.

What are Charles Edward Lief's credentials?

Charles Edward Lief is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Edward Lief located?

Charles Edward Lief is based in LIBERTYVILLE, Illinois, working with RUDWALL WEALTH MANAGEMENT LLC. Their office serves clients in the LIBERTYVILLE metropolitan area and surrounding communities.

How does Charles Edward Lief charge for services?

Charles Edward Lief's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RUDWALL WEALTH MANAGEMENT LLC?

RUDWALL WEALTH MANAGEMENT LLC has approximately 2 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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