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Home > Retirement Planners > illinois > champaign > RUEDI WEALTH MANAGEMENT, INC.
RUEDI WEALTH MANAGEMENT, INC.
2502 Galen Drive
Suite 102
Champaign, Illinois 61821
Tel: 217-356-1400
About RUEDI WEALTH MANAGEMENT, INC.
RUEDI WEALTH MANAGEMENT, INC, formally registered with the SEC as RUEDI WEALTH MANAGEMENT, INC. The firm was established in 10/24/2014. They have over 3 offices throughout the country.
RUEDI WEALTH MANAGEMENT, INC. is a Champaign, Illinois based Financial Planning firm with nearly $384,301,445 assets under management, offering retirement planning & investment advisory services to 1136 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173262 |
| SEC# | 801-80415 |
| Assets Managed by Firm | $384,301,445 |
| No. of Clients | 1136 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1136 | $384,301,445 |
| Individuals (other than high net worth individuals) | 349 | $107,355,857 |
| High net worth individuals | 108 | $249,269,471 |
| Pension and profit sharing plans | 4 | $18,081,610 |
| Corporations or other businesses | 5 | $9,594,507 |
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