Rudwall Wealth Management LLC

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Client assets under management

$21,455,070

Clients

55% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,950,461

About

Rudwall Wealth Management provides investment advisory and consulting to individuals, trusts, estates, pension and profit‑sharing plans, corporations and charitable organizations, offering discretionary portfolio management alongside custom financial planning, estate planning and lending-related services. The firm manages client assets on an ongoing basis and implements allocations across cash, equities, fixed income, mutual funds and ETFs.

RWM’s investment approach is primarily fundamental and long‑term, with portfolios tailored to each client’s financial situation and risk profile and quarterly account reviews to monitor suitability. The firm generally exercises discretionary authority under a limited power of attorney and may leverage third‑party managers or mutual funds as components of client strategies.

Distinctive features in the brochure include that RWM sponsors both wrap and non‑wrap fee programs—so some advisory fees can bundle execution, custody and administrative services—and that it participates in educational events made available through its custodian. The firm also discloses the potential to receive third‑party compensation when placing clients in certain non‑traditional investments (for example, private equity or hedge funds), and notes it is 100% owned by Oxford Asset Management and in the process of transitioning to state registration.

Client services

Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Wealth management

Fee options

Percentage

Maximum 2% annually, billed quarterly in advance

Main office location

Rudwall Wealth Management LLC

Libertyville IL, United States

Number of offices

Most active in

Illinois

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 847-987-5915

Advisors at this firm

Charles L

Series 63, Series 65

Libertyville, IL

Rudwall Wealth Management LLC

Charles Lief is a financial advisor at Rudwall Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rudwall Wealth Management since 2016, following a one-year tenure at Insight Securities Inc. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across cash, equities, fixed income, mutual funds, and ETFs.

Wealth management

James R

Series 63, Series 65

Libertyville, IL

Rudwall Wealth Management LLC

James Rudwall is a financial advisor with Rudwall Wealth Management LLC in Libertyville, IL. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to founding Rudwall Wealth Management in 2016, he worked at Insight Securities, Inc. and Morgan Stanley Smith Barney LLC. He is a member of Kappa Beta Phi, a social and honorific fraternity for financial professionals. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach, managing discretionary portfolios across various asset classes and utilizing third-party managers when appropriate.

Wealth management

Ryan S

Series 65

Libertyville, IL

Rudwall Wealth Management LLC

Ryan Siepka is a financial advisor at Rudwall Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Videckis Financial Services, Inc. since 2019 and at Comprehensive Insurance Agency, LLC since 2009. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across various asset classes.

Wealth management

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