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Ruedi Wealth Management, Inc.

EST. AUM
$498,000,167

CONTACTS

CLIENT ACCOUNTS
1,249

Firm Details

Metro area Chicago
CRD Number 173262
Website ruediwealth.com
Client types

Overview

Ruedi Wealth Management is a family-owned, fee-only registered investment advisory firm based in Champaign, Illinois, specializing in retirement planning, investment management, and long-term wealth preservation for individuals and families. The firm follows a fiduciary and evidence-based investment philosophy focused on disciplined portfolio construction, retirement income optimization, tax-efficient planning, and objective financial guidance designed to help clients navigate every stage of retirement.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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