RUEDI WEALTH MANAGEMENT, INC.
CRD #173262 SEC #801-80415 CHAMPAIGN, IL 217-356-1400
SEC Registered
Total AUM
$432M
Discretionary
$410.9M
Employees
5
Clients
101
Accounts
1,255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $432M | $410.9M | $21.1M | 5 | 1 |
| Mar 2025 | $432M | $410.9M | $21.1M | 5 | 1 |
| Mar 2025 | $432M | $410.9M | $21.1M | 5 | 1 |
| Sep 2024 | $384.3M | $362.9M | $21.4M | 5 | 1 |
| Jul 2024 | $384.3M | $362.9M | $21.4M | 5 | 1 |
| Mar 2024 | $384.3M | $362.9M | $21.4M | 5 | 1 |
| Sep 2023 | $334.1M | $319.4M | $14.7M | 5 | 1 |
| Apr 2023 | $334.1M | $319.4M | $14.7M | 5 | 1 |
| Mar 2023 | $334.1M | $319.4M | $14.7M | 5 | 1 |
| Nov 2022 | $330.4M | $318.8M | $11.5M | 5 | 1 |
| Jul 2022 | $330.4M | $318.8M | $11.5M | 5 | 1 |
| Jun 2022 | $330.4M | $318.8M | $11.5M | 5 | 1 |
| May 2022 | $330.4M | $318.8M | $11.5M | 5 | 1 |
| Mar 2022 | $330.4M | $318.8M | $11.5M | 5 | 1 |
| Nov 2021 | $307.4M | $297.6M | $9.8M | 6 | 1 |
| Nov 2021 | $307.4M | $297.6M | $9.8M | 6 | 1 |
| Jul 2021 | $307.4M | $297.6M | $9.8M | 6 | 1 |
| Mar 2021 | $290.7M | $283.6M | $7.1M | 6 | 1 |
| Dec 2020 | $266.8M | $250.1M | $16.6M | 6 | 1 |
| Nov 2020 | $251.4M | $236M | $15.4M | 6 | 1 |
| Nov 2020 | $251.4M | $236M | $15.4M | 6 | 1 |
| Sep 2020 | $251.4M | $236M | $15.4M | 6 | 1 |
| Aug 2020 | $251.4M | $236M | $15.4M | 6 | 1 |
| Jun 2020 | $202.2M | $191.4M | $10.8M | 6 | 1 |
| Mar 2020 | $202.2M | $191.4M | $10.8M | 6 | 1 |
| Nov 2019 | $237.1M | $224.3M | $12.8M | 6 | 1 |
| Sep 2019 | $237.1M | $224.3M | $12.8M | 6 | 1 |
| Sep 2019 | $237.1M | $224.3M | $12.8M | 6 | 1 |
| Apr 2019 | $237.1M | $224.3M | $12.8M | 6 | 1 |
| Mar 2019 | $237.1M | $224.3M | $12.8M | 6 | 1 |
| Mar 2019 | $237.1M | $224.3M | $12.8M | 6 | 1 |
| Jul 2018 | $246.7M | $230.8M | $16M | 6 | 1 |
| Jun 2018 | $246.7M | $230.8M | $16M | 6 | 1 |
| Mar 2018 | $246.7M | $230.8M | $16M | 6 | 1 |
| Sep 2017 | $222.1M | $208.3M | $13.8M | 7 | 300 |
| Sep 2017 | $209.5M | $198.8M | $10.7M | 7 | 300 |
| Jul 2017 | $209.5M | $198.8M | $10.7M | 7 | 300 |
| Jun 2017 | $209.5M | $198.8M | $10.7M | 7 | 300 |
| Feb 2017 | $201.9M | $191.3M | $10.6M | 7 | 300 |
| Nov 2016 | $187.1M | $177M | $10M | 7 | 300 |
| Jul 2016 | $176.5M | $167.5M | $9M | 7 | 300 |
| Jun 2016 | $176.5M | $167.5M | $9M | 6 | 300 |
| Mar 2016 | $176.5M | $167.5M | $9M | 6 | 300 |
| Jun 2015 | $160.9M | $158.1M | $2.8M | 3 | 300 |
| Feb 2015 | $160.9M | $158.1M | $2.8M | 3 | 300 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
| Sep 2014 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$432M
Discretionary$410.9M
Non-Disc.$21.1M
Employees5
Clients1
DateMar 2025
Total AUM$432M
Discretionary$410.9M
Non-Disc.$21.1M
Employees5
Clients1
DateMar 2025
Total AUM$432M
Discretionary$410.9M
Non-Disc.$21.1M
Employees5
Clients1
DateSep 2024
Total AUM$384.3M
Discretionary$362.9M
Non-Disc.$21.4M
Employees5
Clients1
DateJul 2024
Total AUM$384.3M
Discretionary$362.9M
Non-Disc.$21.4M
Employees5
Clients1
DateMar 2024
Total AUM$384.3M
Discretionary$362.9M
Non-Disc.$21.4M
Employees5
Clients1
DateSep 2023
Total AUM$334.1M
Discretionary$319.4M
Non-Disc.$14.7M
Employees5
Clients1
DateApr 2023
Total AUM$334.1M
Discretionary$319.4M
Non-Disc.$14.7M
Employees5
Clients1
DateMar 2023
Total AUM$334.1M
Discretionary$319.4M
Non-Disc.$14.7M
Employees5
Clients1
DateNov 2022
Total AUM$330.4M
Discretionary$318.8M
Non-Disc.$11.5M
Employees5
Clients1
DateJul 2022
Total AUM$330.4M
Discretionary$318.8M
Non-Disc.$11.5M
Employees5
Clients1
DateJun 2022
Total AUM$330.4M
Discretionary$318.8M
Non-Disc.$11.5M
Employees5
Clients1
DateMay 2022
Total AUM$330.4M
Discretionary$318.8M
Non-Disc.$11.5M
Employees5
Clients1
DateMar 2022
Total AUM$330.4M
Discretionary$318.8M
Non-Disc.$11.5M
Employees5
Clients1
DateNov 2021
Total AUM$307.4M
Discretionary$297.6M
Non-Disc.$9.8M
Employees6
Clients1
DateNov 2021
Total AUM$307.4M
Discretionary$297.6M
Non-Disc.$9.8M
Employees6
Clients1
DateJul 2021
Total AUM$307.4M
Discretionary$297.6M
Non-Disc.$9.8M
Employees6
Clients1
DateMar 2021
Total AUM$290.7M
Discretionary$283.6M
Non-Disc.$7.1M
Employees6
Clients1
DateDec 2020
Total AUM$266.8M
Discretionary$250.1M
Non-Disc.$16.6M
Employees6
Clients1
DateNov 2020
Total AUM$251.4M
Discretionary$236M
Non-Disc.$15.4M
Employees6
Clients1
DateNov 2020
Total AUM$251.4M
Discretionary$236M
Non-Disc.$15.4M
Employees6
Clients1
DateSep 2020
Total AUM$251.4M
Discretionary$236M
Non-Disc.$15.4M
Employees6
Clients1
DateAug 2020
Total AUM$251.4M
Discretionary$236M
Non-Disc.$15.4M
Employees6
Clients1
DateJun 2020
Total AUM$202.2M
Discretionary$191.4M
Non-Disc.$10.8M
Employees6
Clients1
DateMar 2020
Total AUM$202.2M
Discretionary$191.4M
Non-Disc.$10.8M
Employees6
Clients1
DateNov 2019
Total AUM$237.1M
Discretionary$224.3M
Non-Disc.$12.8M
Employees6
Clients1
DateSep 2019
Total AUM$237.1M
Discretionary$224.3M
Non-Disc.$12.8M
Employees6
Clients1
DateSep 2019
Total AUM$237.1M
Discretionary$224.3M
Non-Disc.$12.8M
Employees6
Clients1
DateApr 2019
Total AUM$237.1M
Discretionary$224.3M
Non-Disc.$12.8M
Employees6
Clients1
DateMar 2019
Total AUM$237.1M
Discretionary$224.3M
Non-Disc.$12.8M
Employees6
Clients1
DateMar 2019
Total AUM$237.1M
Discretionary$224.3M
Non-Disc.$12.8M
Employees6
Clients1
DateJul 2018
Total AUM$246.7M
Discretionary$230.8M
Non-Disc.$16M
Employees6
Clients1
DateJun 2018
Total AUM$246.7M
Discretionary$230.8M
Non-Disc.$16M
Employees6
Clients1
DateMar 2018
Total AUM$246.7M
Discretionary$230.8M
Non-Disc.$16M
Employees6
Clients1
DateSep 2017
Total AUM$222.1M
Discretionary$208.3M
Non-Disc.$13.8M
Employees7
Clients300
DateSep 2017
Total AUM$209.5M
Discretionary$198.8M
Non-Disc.$10.7M
Employees7
Clients300
DateJul 2017
Total AUM$209.5M
Discretionary$198.8M
Non-Disc.$10.7M
Employees7
Clients300
DateJun 2017
Total AUM$209.5M
Discretionary$198.8M
Non-Disc.$10.7M
Employees7
Clients300
DateFeb 2017
Total AUM$201.9M
Discretionary$191.3M
Non-Disc.$10.6M
Employees7
Clients300
DateNov 2016
Total AUM$187.1M
Discretionary$177M
Non-Disc.$10M
Employees7
Clients300
DateJul 2016
Total AUM$176.5M
Discretionary$167.5M
Non-Disc.$9M
Employees7
Clients300
DateJun 2016
Total AUM$176.5M
Discretionary$167.5M
Non-Disc.$9M
Employees6
Clients300
DateMar 2016
Total AUM$176.5M
Discretionary$167.5M
Non-Disc.$9M
Employees6
Clients300
DateJun 2015
Total AUM$160.9M
Discretionary$158.1M
Non-Disc.$2.8M
Employees3
Clients300
DateFeb 2015
Total AUM$160.9M
Discretionary$158.1M
Non-Disc.$2.8M
Employees3
Clients300
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0