RUEDI WEALTH MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $498.0M |
| Discretionary | $478.3M96% of AUM |
| Non-Discretionary | $19.7M |
| Client Accounts | 1,249 |
| Avg Account Size | $399K |
| Employees | 5 |
| Peak AUM | $498.0MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $498M | +15.3% | +14.2% | +11.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $498.0M |
| Discretionary | $478.3M |
| Employees | 5 |
| Client Accounts | 1249 |
| Client Range | 101-250 |
Contact & Location
Address
2502 GALEN DRIVE
CHAMPAIGN IL 61821
Phone
217-356-1400
Filing History
57 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$478M
96.0% of AUM
Non-Discretionary
$20M
4.0% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported