ABERDEEN WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- LAKE BLUFF, Illinois
- CRD number
- 108525
- Registered since
- July 17, 2000
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.79%
- Individuals0.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aberdeen Wealth Management LLC is an independent registered investment adviser operating as a limited liability company and SEC-registered since 2000. The firm serves primarily individual and family clients, with portfolio management and financial planning for individuals and small businesses as its core advisory services. Fee arrangements include a percentage of assets under management plus options for hourly and fixed fees. Aberdeen does not self-identify as an active ESG investor and is not organized as a multi-state or pension consultant adviser. The ownership is reported as individual rather than institutional.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds41%
- Non-Exchange Traded Equities18%
- Exchange Traded Equities17%
- Cash & Cash Equivalents11%
- State & Local Bonds6%
Owners & executives
1 of 1KEVIN SCULLION
Chief Compliance OfficerCRD 4358312
Contacts
1 of 1ROBERTA FERGUSON
Co-FounderCRD 4358311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$118M in ETFs
86%
$102M
3%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $49.1M | 152,967 | 41.53% |
Location
LAKE BLUFF, IL
LAKE
Location
LAKE BLUFF, IL
Headquartered in LAKE BLUFF, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 515 Glen Ave
- Time zone
- CT (UTC-6)
- Office locations
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