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RUEDI WEALTH MANAGEMENT, INC.

CHAMPAIGN, IL · CRD 173262 · IAPD ↗ · 217-356-1400

$498.0MRegulatory AUM
5Advisory reps
5Employees
1Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — RUEDI WEALTH MANAGEMENT, INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — RUEDI WEALTH MANAGEMENT, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.