# Luedtke & Associates LLC

> Luedtke & Associates LLC is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 337424
- Filed as: LUEDTKE & ASSOCIATES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337424
- AdvisorCensus page: https://advisorcensus.com/firm/luedtke-and-associates-llc-337424

## Quick answers

**How is Luedtke & Associates LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Luedtke & Associates LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Luedtke & Associates LLC charge?**
Its Form ADV Part 2A brochure dated August 27, 2026 states: Asset-based fee: up to 1.15% of assets a year (the maximum the brochure states); Hourly rate: $150 to $350 an hour (additional financial planning services to ongoing portfolio management…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Luedtke & Associates LLC registered with the SEC or a state?**
Luedtke & Associates LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337424.

**How much does Luedtke & Associates LLC manage?**
Luedtke & Associates LLC reports $248,153,016 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (90% discretionary).

**What types of clients does Luedtke & Associates LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (415); high net worth individuals (55); pension and profit sharing plans (but not the plan participants or government pension plans) (12).

**Which custodians does Luedtke & Associates LLC use?**
Luedtke & Associates LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Luedtke & Associates LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337424

**What changed in Luedtke & Associates LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 1 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Asset-based fee: up to 1.15% of assets a year (the maximum the brochure states)

> The maximum fee charged will not exceed 1.15%.

> Fees are negotiated on an individual basis at the time of engagement for such services.

- Hourly rate: $150 to $350 an hour (additional financial planning services to ongoing portfolio management…)

> we reserve the right to charge additional hourly fees ranging from $150-$350 per hour for these services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $248,153,016
- Discretionary: $222,352,309
- Non-discretionary: $25,800,707

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 415 | $102,599,507 |
| High net worth individuals | 55 | $119,752,802 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $25,800,707 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IL, MI, MN, NV, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 1 to 3.

### February 2026
- Regulatory assets under management went from $0 to $248,153,016.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Luedtke & Associates LLC (CRD 337424): Form ADV filing data as of October 2026.