Ruedi Wealth Management

Finance · Illinois, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(217) 356-1400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

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 client relationships.Explore more
Ruedi Wealth Management's Social MediaPopular SearchesRuedi Wealth ManagementRuedi Wealth Management IncSIC Code 62,628NAICS Code 52,523Show more

Ruedi Wealth Management Org Chart

PhoneEmail
RR
United States flag for contact location.

Chief Compliance Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Ruedi Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Ruedi Wealth Management

Compare insights from companies similar to Ruedi Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
EK
Erich KelleyWealth Advisor
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
-
-
Christopher Conover, Founder & President at Hudson Valley Wealth Management
Christopher ConoverFounder & President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ruedi Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ruedi Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ruedi Wealth Management.

Ruedi Wealth Management Tech Stack

A closer look at the technologies used by Ruedi Wealth Management

Ruedi Wealth Management News & Media

Read more news

Top Finance Companies

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
What is Ruedi Wealth Management competition?
Ruedi Wealth Management top competitors include: Sherwood Investment Services, Forteris Wealth Management, Sterling Total Wealth Solutions, Hudson Valley Wealth Management
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 client relationships.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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.