Overview
Assets Under Management: $248 million
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
LUEDTKE & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337424), LUEDTKE & ASSOCIATES is subject to fiduciary duty under federal law.
LUEDTKE & ASSOCIATES serves 55 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, LUEDTKE & ASSOCIATES offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LUEDTKE & ASSOCIATES manages $248 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, LUEDTKE & ASSOCIATES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,320
Discretionary Accounts: 1,308
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 337424
Filing ID: 2035083
Last Filing Date: 2026-01-06 11:35:10