← Back to search
LUEDTKE & ASSOCIATES
LUEDTKE & ASSOCIATES LLC
CRD 337424 · SEC 801-134280
CO, United States
Phone
262-626-4783
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.2M
Discretionary AUM
$222.4M
Team
5 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $102.6M |
| High net worth individuals | 55 | $119.8M |
| Pension/profit sharing plans | 12 | $25.8M |
States served
CO, IL, MI, MN, NV, WI, TX, FL
Official SEC filing: View on IAPD