R
$498.0M Total AUM
$478.3M Disc. AUM
12.8% 3Y CAGR
5 Employees
470 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2014
- Office Locations
- 3
Office Locations
2502 Galen Drive Suite 102 Champaign IL
-- Johns Island SC
-- THE Colony TX
About Ruedi Wealth Management, Inc.
Ruedi Wealth Management is a fee-only, family-owned RIA in Champaign, IL focused exclusively on guiding clients through retirement. The firm provides retirement income planning, portfolio management, and tax-aware planning using a disciplined, research-based investment approach. Portfolios are ETF-heavy and typically custodied at Charles Schwab.
Team overview
39 AVG AGE
$99.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PAUL ARTHUR RUEDI
Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #1301608
- Ownership
- 50% but less than 75%
Available
Available
Available
K
Kati Ruedi Repko
Financial Planner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,256,268 | $386,002 |
| Non-Discretionary | $19,743,899 | $1,974,390 |
| Total | $498,000,167 | $398,719 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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13F Holdings | Q1 2026
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| Available | Available | Available | Available | Available | Available |
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