Ruedi Wealth Management, Inc.

Ruedi Wealth Management, Inc. (CRD# 173262) is a financial advisory firm headquartered in Champaign, IL. They manage $222,065,764 in 792 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    792
    ACCOUNTS
  • Average Account Value
    $280,386
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, TX

Financial Advisors at Ruedi Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
David W. Ruedi
CRD#: 6245920
2502 Galen Drive, Suite 102, Champaign, IL 61821
90
Wealthminder
score

David Ruedi (CRD# 6245920) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Champaign, IL and has over 3 years of experience in the finance industry.

2
Paul R. Ruedi
CRD#: 5978662
2502 Galen Drive, Suite 102, Champaign, IL 61821
89
Wealthminder
score

Paul Ruedi (CRD# 5978662) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Champaign, IL and has over 2 years of experience in the finance industry.

3
Daniel P. Ruedi
CRD#: 6723884
2502 Galen Drive, Suite 102, Champaign, IL 61821
88
Wealthminder
score

Daniel Ruedi (CRD# 6723884) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Champaign, IL and has 1 year of experience in the finance industry.

4
Ryan T. Repko
CRD#: 6855888
2502 Galen Drive, Suite 102, Champaign, IL 61821
87
Wealthminder
score

Ryan Repko (CRD# 6855888) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Champaign, IL and has 1 year of experience in the finance industry.

5
Paul A. Ruedi
CRD#: 1301608
2502 Galen Drive, Suite 102, Champaign, IL 61821
73
Wealthminder
score

Paul Ruedi (CRD# 1301608) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Champaign, IL and has over 32 years of experience in the finance industry.

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