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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-2017
- Office Locations
- 2
Office Locations
About Rudwall Wealth Management LLC
Rudwall Wealth Management LLC is a privately owned, independent RIA providing concierge-style wealth management for successful families, family offices, business owners, and select institutions. The firm combines financial, retirement, estate, and tax planning (in coordination with outside professionals) with investment management across public and private markets, using an open-architecture platform that includes institutional managers, ETFs, and mutual funds. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES EDWARD LIEF
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #1270916
- Ownership
- Less than 5%
JAMES FIELD RUDWALL
Chief Executive Officer, FOUNDER
- CRD
- #1070818
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RYAN THOMAS SIEPKA
Chief Executive Officer
- CRD
- #7336140
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,617,388 | $817,423 |
| Non-Discretionary | $0 | -- |
| Total | $22,617,388 | $817,423 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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