Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

ABERDEEN WEALTH MANAGEMENT LLC

dba ABERDEEN WEALTH MANAGEMENT LLC · CRD 108525 · Registered Investment Adviser

ABERDEEN WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in LAKE BLUFF, IL. The firm reports $699,137,695 in regulatory assets under management across 418 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$675,297,915
Non-discretionary$23,839,780
Total RAUM$699,137,695
Accounts418

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 108525. adviserinfo.sec.gov/firm/summary/108525.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.