Rudwall Wealth Management LLC (Libertyville)
Rudwall Wealth Management LLC is an adviser based in Libertyville. It manages $18.8 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Rudwall Wealth Management provides portfolio management for individuals and small businesses and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Rudwall Wealth Management: assets under management
The assets under management (AUM) of Rudwall Wealth Management LLC is $18.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 74% of the total AUM. The second-largest asset type is state and local bonds, which make up 11% of the firm’s portfolio. Investments in pooled investment vehicles form 6% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Rudwall Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Rudwall Wealth Management LLC
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Libertyville
The principal office where Rudwall Wealth Management LLC performs its advisory services is located at 313 E. Church Street, Libertyville, IL 60048, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-987-5915. The normal business hours are by appt. only on Monday - Friday. You can find more information about the New York firm at rudwallwealth.com.
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