$54.4M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
4 Employees
164 ADV. Clients
5 yrs Firm Age
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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2021
- Office Locations
- 1
Office Locations
401 S Whittle Avenue Olney IL
About Rude Wealth Advisory
Rude Wealth Advisory is a Olney-based RIA. The firm has been operating for 5 years. Managing $54.4M in total assets under management, with 4 advisory representatives. They custody assets with Apex and Betterment.
Team overview
-- AVG AGE
$13.6M AVG AUM / ADVISOR
$331.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHELSEA DAWN RUDE
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5880482
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Makenna Renee Ochs
--
- CRD
- #7502986
Available
Available
Available
D
DYLAN SEESSENGOOD
--
- CRD
- #8152255
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,993,095 | -- |
| Non-Discretionary | $2,424,482 | -- |
| Total | $54,417,577 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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