CRD 337424Registration Status: ApprovedEffective since September 8, 2025Latest ADV August 27, 2026
Luedtke & Associates is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated July 1, 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 Aug 22, 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 August 27, 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
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee80:1
10Y Employee Change+2 (+66.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Current profile metrics reflect a newer SEC ADV filing than the latest point shown in the historical chart. The chart will update once that filing is added to the ADV history dataset.
* 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.