Luedtke & Associates is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 6, 2026, reports $248M in regulatory assets under management, 5 employees, and 1,320 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.1% of total clients.
Top client categories% of clientsClients
1
Individuals
86.1%
415
2
HNWI
11.4%
55
3
Pension Plans
2.5%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$248Mas of January 6, 2026
Discretionary89.6%
$222M
90% of total RAUM89.6%
Non-discretionary10.4%
$26M
10% of total RAUM10.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$248M
Total Accounts1,320
10Y AUM Change+$248M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee96:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.