Luedtke & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$248,153,016
Total clients
470
12% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
157
Average account size
$527,985
About
Luedtke serves individuals (including high-net-worth clients), businesses, and retirement plans, providing portfolio management, financial planning, selection of third‑party asset managers, and ERISA plan advisory services. Clients have access to a broad range of securities and insurance-based products, which can be implemented through firm-managed accounts, third‑party model portfolios, or TPAM programs.
The firm generally provides discretionary management guided by individualized financial profiles and risk tolerances, and it uses third‑party strategists and model portfolios to implement and rebalance strategies; certain personalized indexing strategies also accommodate tax‑loss harvesting. Operationally, Luedtke outsources custody and fee‑billing and employs third‑party platforms (including a TPAM arrangement) to centralize execution, reporting, and administrative functions.
What is distinctive is the scale of assets and client relationships relative to its advisor footprint — roughly $248 million in regulatory AUM and about 470 client accounts, with most assets managed on a discretionary basis — which is atypical for similarly supported firms. The firm also maintains a formal relationship with DPL, an insurance‑networking platform that limits carrier selection and results in advisory compensation related to insurance products, a disclosed structural conflict of interest compared with many peers.
Client services
Expertise
Fee options
Retirement plan advisory fees may be flat annual or quarterly fees, negotiated on a plan-by-plan basis; some clients may pay annual flat fees payable quarterly in advance.
Hourly fees for financial planning range from $150 to $350 per hour for stand-alone or complex planning services.
Account minimum: Luedtke does not have a minimum account size requirement. However, managed account programs generally require certain account minimums, which may vary and can be combined at the household level to satisfy the minimum. Specific minimums depend on third-party program disclosures and are not explicitly stated in this brochure. Minimum fee: Some clients may pay minimum advisory fees; specific minimum fees are negotiated individually and not explicitly stated. Fee-only: Advisory fees for portfolio management are generally 1.15% annually of assets under management, billed quarterly in advance, but fees are negotiable and may vary by client. Financial planning services may have additional hourly fees if complex.
Main office location
Luedtke & Associates
Adell WI, United States
Number of offices
1
Most active in
Colorado · Florida · Illinois · Michigan · Minnesota · Nevada · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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