RUEDI WEALTH MANAGEMENT, INC.

CHAMPAIGN, Illinois·7 registered advisors·CRD# 173262
SEC# 801-804152217-356-1400
01

Firm Overview

AUM
$384M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RUEDI WEALTH MANAGEMENT, INC.

7 registered advisors
Daniel Paul Ruedi
CHAMPAIGN, Illinois
David William Ruedi
CHAMPAIGN, Illinois
Kati Ruedi Repko
CHAMPAIGN, Illinois
Laura Beth Vollrath
CHAMPAIGN, Illinois
Paul Arthur Ruedi
CHAMPAIGN, Illinois
Paul Ryan Ruedi
CHAMPAIGN, Illinois
Ryan Thomas Repko
CHAMPAIGN, Illinois
05

Office Locations

CHAMPAIGN, Illinois
7 advisors

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Data sourced from SEC Form ADV filings. RUEDI WEALTH MANAGEMENT, INC. (CRD# 173262) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.