# Rudwall Wealth Management

Rudwall Wealth Management is a Bank / Wealth / Trust based in Libertyville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Libertyville, United States
- **Region:** North America
- **Address:** 618 Dawes Street, Libertyville, IL 60048, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** rudwallwealth.com
- **LinkedIn:** https://www.linkedin.com/company/rudwall-wealth-management-llc

## Regulatory record

- **CRD number:** 284515
- **SEC file number:** 801-108714
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284515

## About

Rudwall Wealth Management was founded in 2016 as an independent, privately-owned registered investment advisor. The firm operates from Libertyville, Illinois, serving individuals, trusts, and corporations. Its stated founding purpose is to deliver concierge-level service to families, business owners, and institutions that need an advisor who integrates preservation, growth, income generation, and tax efficiency. The firm divides its advisory work into three segments: traditional public-markets wealth management, family-office structures and strategies, and private markets. On the private side, the firm engages in private equity, private credit, venture and angel investing, and M&A advisory. In public markets, it constructs portfolios using an open-architecture platform of institutional managers, ETFs, and mutual funds, with allocation customized across major asset classes. Geographic focus is not publicly detailed beyond serving US-based clients, though the website references multi-generational planning structures that often imply cross-border asset holdings. Rudwall identifies no disclosed AUM or headcount figures. Its website lists three professionals — Chuck Lief at a Chicago-area number, plus Jim and Ryan at separate Illinois lines — but provides no surnames, titles, or bios for the latter two. The firm's Form ADV is available via the SEC’s public disclosure site, which is the primary mechanism for verifying its regulatory standing. No recent operational events were verifiable from the firm's own public materials. What distinguishes Rudwall from a standard wealth manager is its explicit structuring of private-markets activity — including direct venture, private credit, and M&A advisory — alongside traditional portfolio management within a single RIA. This blurs the line between a financial planner and a deal-oriented family office, a structural choice that places the firm closer to the multi-family-office model than to a conventional asset-gathering RIA.

## Sectors

- Financial Services

## People

- Chuck Lief — Contact
- Jim — Professional
- Ryan — Professional

## Questions

### How does Rudwall Wealth Management structure its private-markets access?

Rudwall states it operates in private equity, private credit, venture and angel investing, and M&A advisory. The firm does not publicly specify whether it runs direct deals, raises SPVs, or acts as a placement agent. The private-markets capability is delivered alongside public-markets advisory, making it a single point of contact for families that want both.

### Does Rudwall participate in fund commitments or only direct deals?

The firm has not publicly disclosed its typical vehicle mix for private markets. Its public-markets segment uses an open-architecture platform of institutional managers and pooled vehicles, but it does not specify whether private-markets exposure is delivered through direct co-investments, fund commitments, or a hybrid approach.

### What is Rudwall's regulatory status?

Rudwall Wealth Management LLC is registered with the SEC and the State of Illinois as a Registered Investment Adviser. Its Form ADV, which details fees, services, and disciplinary history, is available at the SEC's Investment Adviser Public Disclosure website.

## Related profiles

- [Rudolf Wolff](https://altss.com/profile/rudolf-wolff-limited)
- [Rüegg Asset Management](https://altss.com/profile/r-egg-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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