Algonquin, IL Office

Rudwall Wealth Management LLC manages approximately $22,617,388 (as of March 31, 2026) for a small client base that includes individuals, trusts, estates, pension and profit-sharing plans, corporations and charitable organizations. The firm provides ongoing investment advisory and consulting services, discretionary portfolio management, and additional wealth-management services such as custom financial planning, estate planning and lending support.

RWM tailors portfolios to individual client suitability and risk profiles, relying primarily on fundamental analysis and a long‑term investment orientation while using equities, fixed income, mutual funds, ETFs and, when appropriate, third‑party managers. The firm typically operates under written discretionary authority (including a limited power of attorney) and offers both wrap and non‑wrap fee program arrangements that bundle investment management with execution and administrative services.

Distinctive aspects noted in the brochure include RWM’s role as a wrap‑fee program sponsor and its engagement with educational events and practice‑development resources made available through custodial relationships, as well as disclosure that it may accept third‑party compensation for certain non‑traditional investments. The brochure also notes a planned regulatory transition from SEC registration to state registration, and the combination of relatively few clients with its asset level suggests a concentrated, higher‑touch client focus.