Overview
Assets Under Management: $634 million
Headquarters: LAKE BLUFF, IL
High-Net-Worth Clients: 133
Average Client Assets: $5 million
Frequently Asked Questions
ABERDEEN WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108525), ABERDEEN WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ABERDEEN WEALTH MANAGEMENT LLC is headquartered in LAKE BLUFF, IL.
ABERDEEN WEALTH MANAGEMENT LLC serves 133 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, ABERDEEN WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
ABERDEEN WEALTH MANAGEMENT LLC manages $634 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, ABERDEEN WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.69
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 390
Discretionary Accounts: 356
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 108525
Last Filing Date: 2025-02-10 00:00:00
Website: https://sbcglobal.net