Ruedi Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2502 Galen Dr Ste 102, Champaign, Illino...

Phone Number

(217) 356-1400

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Ruedi Wealth Management

Ruedi Wealth Management is a family-owned wealth management firm based in Champaign, Illinois, specializing in retirement planning and investment management. They focus exclusively on helping clients navigate the retirement process, offering services such as financial and tax planning. As a fee-only Registered Investment Advisory firm, they provide objective advice without selling products, ensuring clients receive unbiased guidance. With over thirty years of experience, they maintain a disciplined approach to planning and investment, prioritizing long-term relationships and accountability.Explore more
Ruedi Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Ruedi Wealth Management Org Chart

PhoneEmail
RR
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ruedi Wealth Management

<$5M
1-10
Private
-
2014
RR
Ryan RepkoChief Compliance Officer
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
Illustration of an envelope

Ruedi Wealth Management Tech Stack

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Frequently Asked Questions Regarding Ruedi Wealth Management

What is Ruedi Wealth Management's official website?
Ruedi Wealth Management's official website is www.ruediwealth.com
What is Ruedi Wealth Management's Revenue?
Ruedi Wealth Management's revenue is <$5 Million
What is Ruedi Wealth Management's SIC code?
Ruedi Wealth Management's SIC: 62,628
What is Ruedi Wealth Management's NAICS code?
Ruedi Wealth Management's NAICS: 52,523
How many employees does Ruedi Wealth Management have?
Ruedi Wealth Management has 1-10 employees
What industry does Ruedi Wealth Management belong to?
Ruedi Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Ruedi Wealth Management competition?
Ruedi Wealth Management top competitors include: Forteris Wealth Management, Sterling Total Wealth Solutions, Alliance Wealth Advisors
What technology does Ruedi Wealth Management use?
Some of the popular technologies that Ruedi Wealth Management uses are: Cloudflare CDN, MailChimp, Barracuda Networks, AppRiver
How do I contact Ruedi Wealth Management?
Ruedi Wealth Management contact info: Phone number: (217) 356-1400 Website: www.ruediwealth.com
What does Ruedi Wealth Management do?

Ruedi Wealth Management is a family-owned wealth management firm based in Champaign, Illinois, specializing in retirement planning and investment management. They focus exclusively on helping clients navigate the retirement process, offering services such as financial and tax planning. As a fee-only Registered Investment Advisory firm, they provide... objective advice without selling products, ensuring clients receive unbiased guidance. With over thirty years of experience, they maintain a disciplined approach to planning and investment, prioritizing long-term relationships and accountability.Read More

What are Ruedi Wealth Management social media links?
Ruedi Wealth Management Linkedin page Ruedi Wealth Management Twitter page Ruedi Wealth Management Facebook page
Is Ruedi Wealth Management a public company?
Ruedi Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Ruedi Wealth Management

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