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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ruedi Wealth Management invest in?","answer":"At the end of its last fiscal year, Ruedi Wealth Management’s separately managed accounts held 81% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Ruedi Wealth Management have a minimum investment?","answer":"Yes, Ruedi Wealth Management’s minimum account size for its Investment Advisory Services is $1M.","source":"RUEDI WEALTH MANAGEMENT BROCHURE 11-1-2022, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Ruedi Wealth Management?","answer":"Ruedi Wealth Management’s direct owners are Paul Ruedi (50% to 75%), David Ruedi (10% to 25%), Daniel Ruedi (10% to 25%) and Kati Repko (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ruedi Wealth Management get paid?","answer":"Ruedi Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}