Hedeker Wealth LLC

RIASEC Registered

Total AUM

$595M

Discretionary

$595M

100% of AUM

Avg account

$775K

Accounts

768

Employees

Advisory reps

Firm details

Headquarters: Lincolnshire, Illinois
CRD number: 124341
Registered since: December 10, 2002
Website: www.hedekerwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI89.96%
Individuals7.32%
Pooled Investment Vehicles2.61%
Charitable Organizations0.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hedeker Wealth LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC registered (registered in 2002) and manages client assets on a percentage-of-AUM fee basis. Its client mix includes individuals and families as well as institutional clients, and its advisory activities explicitly cover portfolio management for individuals/small businesses and for pooled investment vehicles. Hedeker Wealth is not positioned as a capital allocator; it reports no active ESG program and does not present as a multi-state or newly formed adviser. The firm maintains industry relationships across a range of financial intermediaries, including broker‑dealers, other investment advisers, trust companies and insurance companies, which suggests access to both custodial and product channels beyond basic advisory platforms.