LUEDTKE & ASSOCIATES LLC

LUEDTKE & ASSOCIATES LLC of ADELL, WI is an SEC-registered investment adviser (CRD 337424). Regulatory assets under management: $248.2M.

Registration

• CRD: 337424
• SEC file number: 801-134280
• Type: Registered investment adviser
• Location: N1674 LAKE RIDGE DR., ADELL, WI, 53001
• Phone: 262-626-4783
• Latest filing: 2026-07-01
• Regulatory AUM: $248.2M
• Discretionary AUM: $222.4M
• Non-discretionary AUM: $25.8M
• Clients: 5
• Accounts: 1,320

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337424 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search