Ruedi Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$459,924,384
Clients
461
Advisors
5
across 3 offices
About
Ruedi Wealth Management serves individuals (including high-net-worth clients), trusts and estates, pension and profit-sharing plans, and corporations, typically working with clients at or above its $1,000,000 minimum (which it may waive in its discretion). The firm offers discretionary portfolio management, financial planning (provided to clients at no additional cost and also available on a standalone paid basis), and management of held-away defined contribution participant accounts through the Pontera platform.
The firm uses a buy-and-hold investment approach implemented primarily with passively managed mutual funds and exchange-traded funds, building diversified allocations to capture exposures such as large- and small-cap, value, international, emerging markets, and real estate while periodically rebalancing. Ruedi incorporates model outputs into its decision process but emphasizes professional judgment, performs opportunistic tactics like tax-loss harvesting, and monitors portfolios for alignment with client objectives.
Compared with peers, Ruedi discloses that it permits borrowing in separately managed accounts, a practice that is relatively uncommon among comparable team firms, and it directly debits advisory fees from client accounts (which the brochure describes as a form of limited custody). The firm manages roughly $498 million with a five-advisor team across three offices, and its brochure notes it does not charge performance-based fees or engage in side-by-side management.
Client services
Expertise
Fee options
$0 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.25%
$250/hour
Account minimum: $1,000,000
Main office
See office2502 Galen Drive, Suite 102
Champaign IL 61821
Advisors at this office
3
Offices (3)
Most active in
Alabama · Florida · Georgia · Illinois · Indiana · Massachusetts · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Paul R
Series 63, Series 65
Champaign, IL
Ruedi Wealth Management, Inc.
Paul Ruedi is a financial advisor at Ruedi Wealth Management, Inc. in Champaign, Illinois, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ruedi Wealth Management since 2014. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and constructs diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs, while employing tax-sensitive strategies and utilizing the Pontera platform for held-away accounts.
Ryan R
CFP®, Series 65
Champaign, IL
Ruedi Wealth Management, Inc.
Ryan Repko is a financial advisor at Ruedi Wealth Management, Inc. in Champaign, IL, holding CFP® and Series 65 credentials with nine years of industry experience. He has been with Ruedi Wealth Management since 2017 and previously worked at MSDSonline for nine years. Ruedi Wealth Management serves individuals, trusts and estates, pension and profit-sharing plans, and corporations, typically working with clients at or above $1 million. The firm employs a buy-and-hold investment strategy using primarily passively managed mutual funds and ETFs, incorporates professional judgment alongside model outputs, and offers discretionary portfolio management and financial planning services.
Daniel R
CFP®, Series 65
Johns Island, SC
Ruedi Wealth Management, Inc.
Daniel Ruedi is a CFP® professional with nine years of industry experience, currently serving at Ruedi Wealth Management, Inc. since 2015. He is based in Johns Island, SC, and holds a Series 65 license. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $432 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations, emphasizing diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs.
David R
CFP®, Series 65
Champaign, IL
Ruedi Wealth Management, Inc.
David Ruedi is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Ruedi Wealth Management, Inc. since 2014, where he serves as part of a five-advisor team. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, retirement plans, and corporations. Ruedi Wealth Management, Inc. manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs. The firm is noted for its use of the Pontera platform to manage held-away plan participant accounts while avoiding custody and offers financial planning at no additional cost in most cases.
Paul R
CFP®, Series 65
The Colony, TX
Ruedi Wealth Management, Inc.
Paul Ruedi is a CFP® with 12 years of industry experience and is the principal advisor at Ruedi Wealth Management, Inc., where he has worked since 2015. He holds a Series 65 license and is based in The Colony, TX. Outside of his advisory role, he manages a short-term rental property in Galveston, TX. Ruedi Wealth Management, Inc. is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations. The firm manages approximately $432 million in assets and focuses on diversified, buy-and-hold portfolios using primarily passive mutual funds and ETFs, with an emphasis on asset allocation, periodic rebalancing, and tax-sensitive trading.
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