The RUGGIE WEALTH MANAGEMENT is a privately held investment adviser that advises $1.55Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. RUGGIE WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 97.69% over the last 5-years.
The Group has been registered with the SEC for 18.02 years and is comprised of 2 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 2100 LAKE EUSTIS DR., TAVARES, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 33 employees comprised of 18 investment and 15 non-investment staff. The total number of Employees increased by 120% over the last 5-years.
Their $1.55Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.29Bn or 82.97% of Total Assets and Individuals own $248.15mn or 15.99% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
RUGGIE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.