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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ruedi Wealth Management Inc
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|---|---|
| CRD # | 173262 |
| SEC # | 801-80415 |
| CIK # | 0001940678 |
| AUM | $432.0 M (2025-06-06) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 217-356-1400 |
| Address | 2502 Galen Drive Champaign, IL 61821 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| Microsoft Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 109.2 |
| (b) Individuals (high net worth individuals) | 120 | 288.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 23.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,255 | 432.0 |
| By Discretionary | ||
| Discretionary | 1,249 | 410.9 |
| Non-Discretionary | 6 | 21.1 |
| Total | 1,255 | 432.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.0 | |
| Total | 1,255 | 432.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001940678] |
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