Luedtke and Associates LLC Launches Independent RIA, Selects Advisor360° as Strategic Technology Platform

NEEDHAM, Mass. & ADELL, Wis.--(BUSINESS WIRE)--Luedtke and Associates LLC today announced the launch of its newly formed independent registered investment advisory (RIA), marking a significant milestone in the firm’s long-term growth strategy and commitment to delivering an exceptional client experience. As part of this transition, the firm has selected Advisor360°™ as its core technology platform supporting operations, advisors, and clients.

Founded on decades of advisory experience and a client-first philosophy, Luedtke and Associates’ (L&A) move to independence reflects a desire for greater flexibility, control, and scalability—without compromising quality service or operational excellence.

As the firm began its transition to independence, it initially selected an alternative technology provider. However, during implementation, the team identified operational inefficiencies in the provider’s functionality and re-evaluated its long-term technology needs. Through that process, the firm discovered that Advisor360° was accessible to organizations of its size and purpose-built to support growing, independent RIAs with an integrated, scalable platform.

“Technology isn’t just infrastructure for us—it’s the foundation of how we serve clients and grow,” said Rob Luedtke, Co-owner and Founder of Luedtke and Associates. “We’re thrilled that Advisor360° is a viable option for our firm. We recognize the value of a fully integrated platform that delivers exceptional advisor and staff efficiency.”

“At L&A, we believe similarities don’t sell, differences do,” added Austin Luedtke, Co-owner and Managing Member of the firm. “Advisor360° is a profound differentiator for us, bringing efficiencies that allow us to focus squarely on clients and their objectives.”

The firm has realized measurable productivity gains with Advisor360°. As Austin Luedtke noted, the efficiencies are freeing up time to grow the business by spending more time with clients.

Advisor360° provides a cloud-based wealth management platform designed to streamline workflows, unify data, and enhance visibility across the firm, with AI-enabled capabilities embedded throughout. For L&A, the platform enables advisors and staff to work from a single, connected ecosystem—helping reduce friction, improve collaboration, and deliver a more consistent client experience.

Rob Luedtke said the firm’s decision to restructure as an independent RIA was driven by “what’s best for our clients.” He added: “Partnering with Advisor360° allows us to operate with confidence, knowing we have a partner that understands the realities of advisory firms and is committed to continuous innovation. This confidence is shared across all L&A team members.”

With its independent RIA structure in place, L&A is well positioned to build on its legacy while investing in the people, processes, and technology needed to serve clients for generations to come.

“Luedtke and Associates represents exactly the kind of forward-thinking firm Advisor360° is built to support,” said Jason Quinn, Chief Operating Officer and Chief Financial Officer at Advisor360°. “Their focus on efficiency, transparency, and exceptional client service mirrors our mission, and we’re excited to partner with them as they launch their next chapter as an independent RIA.”

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About Advisor360°

Advisor360° delivers an AI-native advisor experience for firms of every size, model, and stage. Built around advisor growth and designed to scale, Advisor360°’s platform is architected to deliver business value across the full advisor experience. Powered by Wealth OS—our modern data and workflow engine—the platform removes daily friction and turns fragmented data into actionable intelligence. From independent advisors to enterprise broker-dealers and RIAs, we deliver a consistent, household-level client experience that scales with your business. To learn more, visit www.advisor360.com.

About Luedtke and Associates LLC

Luedtke and Associates LLC is an independent registered investment advisory firm dedicated to providing personalized, fiduciary-based wealth management services. Founded on a client-first philosophy and decades of industry experience, the firm works closely with individuals, families, and businesses to help them navigate complex financial decisions with confidence. Luedtke and Associates LLC is committed to delivering thoughtful advice, transparent guidance, and long-term strategies designed to support clients’ evolving financial needs, goals, dreams, and objectives.