Ruedi Wealth Management, Inc.

Ruedi Wealth Management, Inc. (CRD# 173262) is a financial advisory firm headquartered in Champaign, IL. They manage $176,505,778 in 420 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $420,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

IL, TX

Financial Advisors at Ruedi Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David W. Ruedi
CRD#: 6245920
2502 Galen Drive, Suite 102, Champaign, IL 61821
88
Wealthminder
score

David Ruedi (CRD# 6245920) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Champaign, IL and has 1 year of experience in the finance industry.

2
Paul R. Ruedi
CRD#: 5978662
Austin, TX
87
Wealthminder
score

Paul Ruedi (CRD# 5978662) is an Investment Advisor Representative working at Ruedi Wealth Management, Inc. in Austin, TX and has 1 year of experience in the finance industry.

3
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 31 years of experience in the finance industry.

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