# 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.

- CRD: 173262
- Filed as: RUEDI WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Champaign, IL
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173262
- AdvisorCensus page: https://advisorcensus.com/firm/ruedi-wealth-management-inc-champaign-il-173262

## Quick answers

**How 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

### 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 March 11, 2026)

- Account minimum: $1,000,000

> 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)

> 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 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: $498,000,167
- Discretionary: $478,256,268
- Non-discretionary: $19,743,899

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 335 | $113,941,863 |
| High net worth individuals | 126 | $345,982,521 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $25,554,449 |
| Charitable organizations | 2 | $2,248,648 |
| Corporations or other businesses not listed above | 2 | $10,272,686 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, IL, IN, MA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ruediwealth.com
- soundcloud.com/RUEDIWEALTHMANAGEMENT
- Facebook @RUEDIWEALTH
- LinkedIn @12959146
- X @RUEDIWEALTH
- YouTube @UCRjdyive1WW1LYQWwGubBMQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $307,429,123 | 6 | July 2, 2021 |
| October 2022 | $330,353,928 | 5 | July 18, 2022 |
| October 2023 | $334,110,804 | 5 | September 22, 2023 |
| October 2024 | $384,301,445 | 5 | September 30, 2024 |
| October 2025 | $432,013,165 | 5 | June 6, 2025 |
| October 2026 | $498,000,167 | 5 | September 17, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ruedi Wealth Management, Inc. (CRD 173262): Form ADV filing data as of October 2026.