Ruedi Wealth Management, Inc.
Ruedi Wealth Management, Inc. is an SEC-registered wealth manager in Champaign, IL with $498.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Ruedi Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173262, SEC 801-80415, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $498.0M (2026-04-02)
- Firm type
- Wealth Manager
- Location
- Champaign, IL
- Employees
- 5
- Clients
- 469
- CRD
- 173262
- Ownership
- RUEDI, PAUL, RYAN; RUEDI, DANIEL, PAUL; RUEDI, PAUL, ARTHUR; RUEDI, DAVID, WILLIAM; Repko, Kati, Ruedi
How much AUM does Ruedi Wealth Management, Inc. have?
Ruedi Wealth Management, Inc. reported $498.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Ruedi Wealth Management, Inc.?
Disclosed owners and executives of Ruedi Wealth Management, Inc. include RUEDI, PAUL, RYAN, RUEDI, DANIEL, PAUL, RUEDI, PAUL, ARTHUR, RUEDI, DAVID, WILLIAM, Repko, Kati, Ruedi. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.