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RUEDI WEALTH MANAGEMENT, INC.

dba RUEDI WEALTH MANAGEMENT, INC. · CRD 173262 · Registered Investment Adviser

RUEDI WEALTH MANAGEMENT, INC. is a Registered Investment Adviser headquartered in CHAMPAIGN, IL. The firm reports $498,000,167 in regulatory assets under management across 1,249 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$478,256,268
Non-discretionary$19,743,899
Total RAUM$498,000,167
Accounts1,249

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 173262. adviserinfo.sec.gov/firm/summary/173262.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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