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RUEDI WEALTH MANAGEMENT, INC.
Ruedi Wealth Management, Inc. is an SEC-registered investment adviser in Champaign, IL, registered since 2014. The firm manages $498 million in assets, with...
Overview
Ruedi Wealth Management, Inc. is an SEC-registered investment adviser in Champaign, IL, registered since 2014. The firm manages $498 million in assets, with $478 million on a discretionary basis. It has 5 employees and 5 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Champaign
Corporate office
Plantation, FL, United States
Principals
Matthias Ruedi
Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at RUEDI WEALTH MANAGEMENT?
Matthias Ruedi, as Founder and President, oversees the firm's investment management and financial planning services (per the firm's ADV filing, 2024).
Which sectors does RUEDI WEALTH MANAGEMENT explicitly avoid?
The firm does not publicly disclose any explicit sector avoidance; its investment strategies are tailored to individual client objectives (per the firm's ADV filing, 2024).
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