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James Field Rudwall

RUDWALL WEALTH MANAGEMENT LLC·LIBERTYVILLE, Illinois
Unclaimed Profile
313 E. CHURCH STREET, LIBERTYVILLE, IL 60048CRD# 1070818Firm CRD# 284515
01

About

James Field Rudwall is a registered financial advisor based in LIBERTYVILLE, Illinois, affiliated with RUDWALL WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RUDWALL WEALTH MANAGEMENT LLC
RUDWALL WEALTH MANAGEMENT LLC
AUM
$19M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RUDWALL WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1070818
Firm CRD# 284515
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Field Rudwall offer?
James Field Rudwall specializes in Investment Management, Fee-Only Advisory. Contact their office in LIBERTYVILLE, Illinois for a consultation.
What are James Field Rudwall's credentials?
James Field Rudwall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Field Rudwall located?
James Field Rudwall 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 James Field Rudwall charge for services?
James Field Rudwall'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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Other advisors in LIBERTYVILLE
Charles Edward Lief — RUDWALL WEALTH MANAGEMENT LLCNoah Abram Seidenberg — INSPIRION WEALTH ADVISORS, LLCRichard Hartford Kolb — INSPIRION WEALTH ADVISORS, LLCMichael Robert Roeser — MICHAEL R ROESER AND ASSOCIATES, INC.Mark David Holmertz — INTEGRYS WEALTH ADVISORS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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