RUDWALL WEALTH MANAGEMENT LLC

2 registered advisors·CRD# 284515

SEC# 801-1087141847-987-5915

01

Firm Overview

AUM

$19M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Charitable organization or education services

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at RUDWALL WEALTH MANAGEMENT LLC

2 registered advisors

Charles Edward Lief

LIBERTYVILLE, Illinois

James Field Rudwall

LIBERTYVILLE, Illinois

05

Office Locations

LIBERTYVILLE, Illinois

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Data sourced from SEC Form ADV filings. RUDWALL WEALTH MANAGEMENT LLC (CRD# 284515) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.