Ruedi Wealth Management, Inc.
- Regulatory AUM
- $498M
- Discretionary
- $478M
- Clients
- 469
- Avg AUM / client
- $1.1M
- Accounts
- 1,249
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 335 | $114M | 22.9% |
| High net worth individuals | 126 | $346M | 69.5% |
| Pension and profit sharing plans | 4 | $25.6M | 5.13% |
| Charitable organizations | 2 | $2.2M | 0.45% |
| Corporations and other businesses | 2 | $10.3M | 2.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carle Profit Sharing Plan Carle Holding Company, Inc. | Urbana, IL | 2024 |
| Carle Foundation Hospital And Affiliates Matching Tsa Plan Carle Foundation Hospital And Affiliates | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Arthur Ruedi | President, Ceo | Sep 2014 (12y) | 50% – 75% | |
| David William Ruedi | Executive Vice President/ Shareholder | CFP | Mar 2015 (11y) | 10% – 25% |
| Paul Ryan Ruedi | Shareholder | CFP | Jul 2015 (11y) | 10% – 25% |
| Daniel Paul Ruedi | Shareholder | CFP | Jul 2017 (9y) | 10% – 25% |
| Repko, Kati, Ruedi | Shareholder | Jul 2017 (9y) | 10% – 25% | |
| Ryan Thomas Repko | Chief Compliance Officer | CFP | Sep 2017 (9y) | Less than 5% |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carle Profit Sharing Plan | Carle Holding Company, Inc. | 1,869 | $330M | 01/01/2024 |
| Carle Foundation Hospital And Affiliates Matching Tsa Plan | Carle Foundation Hospital And Affiliates | 16,060 | $1.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 932 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $453M (91% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗