AdvisorCensus / Financial advisors / Illinois / Champaign / Ruedi Wealth Management, Inc.
Ruedi Wealth Management, Inc. is an SEC-registered investment advisory firm in Champaign, IL, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.
Quick answers
From the filingHow is Ruedi Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Ruedi Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Ruedi Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated March 11, 2026 states: Hourly rate: $250 an hour (hourly, as-needed financial advice). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Ruedi Wealth Management, Inc. located?
Ruedi Wealth Management, Inc.'s principal office is in Champaign, IL, according to its Form ADV.
Is Ruedi Wealth Management, Inc. registered with the SEC or a state?
Ruedi Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173262.
How much does Ruedi Wealth Management, Inc. manage?
Ruedi Wealth Management, Inc. reports $498,000,167 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (96% discretionary).
How have Ruedi Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Ruedi Wealth Management, Inc.: Regulatory assets under management: $307,429,123 in the October 2021 data and $498,000,167 in the October 2026 data, up 62%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ruedi Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (335); high net worth individuals (126); pension and profit sharing plans (but not the plan participants or government pension plans) (4).
Which custodians does Ruedi Wealth Management, Inc. use?
Ruedi Wealth Management, Inc.'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 Ruedi Wealth Management, Inc. 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/173262
Does Ruedi Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 11, 2026 says: "RWM offers its investment services to various types of Clients, including individuals and high-net-worth individuals, trusts and estates, pension and profit-sharing plans, and corporations. RWM has a $1,000,000 minimum level of assets to become a Client."
What changed in Ruedi Wealth Management, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in MA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000
The brochure's wording
RWM offers its investment services to various types of Clients, including individuals and high-net-worth individuals, trusts and estates, pension and profit-sharing plans, and corporations. RWM has a $1,000,000 minimum level of assets to become a Client.
Hourly rate: $250 an hour (hourly, as-needed financial advice)
The brochure's wording
In the event a Client hires RWM for hourly, as-needed financial advice, RWM charges $250/hour, for blocks of one hour at a time.
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$498,000,167 as of October 2026, filing dated September 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (11 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $498,000,167 | 5 | September 17, 2026 |
| October 2025 | $432,013,165 | 5 | June 6, 2025 |
| October 2024 | $384,301,445 | 5 | September 30, 2024 |
| October 2023 | $334,110,804 | 5 | September 22, 2023 |
| October 2022 | $330,353,928 | 5 | July 18, 2022 |
| October 2021 | $307,429,123 | 6 | July 2, 2021 |
Regulatory assets under management: $307,429,123 in the October 2021 data and $498,000,167 in the October 2026 data, up 62%.
Total employees: 6 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in MA.
- April 2026
- Regulatory assets under management went from $432,013,165 to $498,000,167 (+15%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ruedi Wealth Management, Inc. (CRD 173262): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ruedi-wealth-management-inc-champaign-il-173262