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RUEDI WEALTH MANAGEMENT, INC.
CRD 173262File 801-80415
APPROVED
Retail clients
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$498.0M
Above cohort median (national)
Discretionary AUM
$478.3M
Non-discretionary $19.7M
Clients
469
1,249 accounts
Employees
5
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 24, 2014
- Principal office
- 2502 GALEN DRIVE, SUITE 102, CHAMPAIGN, IL, 61821
- Phone
- 217-356-1400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $498.0M
- Discretionary AUM
- $478.3M
- Non-discretionary AUM
- $19.7M
- Discretionary accounts
- 1,239
- Non-discretionary accounts
- 10
- Total accounts
- 1,249
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.3M |
| Charitable organizations | 2 | $2.2M |
| High net worth individuals | 126 | $346.0M |
| Pension and profit sharing plans | Fewer than 5 | $25.6M |
| Individuals (other than high net worth individuals) | 335 | $113.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.