L
$248.2M Total AUM
$222.4M Disc. AUM
-- 3Y CAGR
5 Employees
482 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-08-2025
- Office Locations
- 1
Office Locations
-- Adell WI
About Luedtke & Associates
Luedtke & Associates is a Adell-based RIA. The firm has been operating for 0 years. Managing $248.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$248.2M AVG AUM / ADVISOR
$514.8K AVG AUM / CLIENT
0.6 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
A
AUSTIN BLAKE LUEDTKE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6150176
- Ownership
- 50% but less than 75%
Available
Available
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ROBERT BERNHARD LUEDTKE II
Owner
- CRD
- #1584874
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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C
CARI JO DOMASK
--
- CRD
- #4232739
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,352,309 | $169,994 |
| Non-Discretionary | $25,800,707 | $2,150,059 |
| Total | $248,153,016 | $187,995 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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