Aberdeen Wealth Management LLC

RIASEC RegisteredEst. 2000
Total AUM
$699M
Discretionary
$675M
97% of AUM
Avg account
$1.7M
Accounts
418
Employees
4
Advisory reps
2

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

FINTRX

Overview

Aberdeen Wealth Management LLC is an independent registered investment adviser founded in 2000 and organized as a limited liability company. The firm is owned by an individual and focuses on serving individual and family clients, as well as small businesses, with financial planning and portfolio management. Its fee arrangements include assets-under-management fees, hourly charges, and fixed-fee engagements. Aberdeen is not positioned as a multi-state adviser or a capital allocator and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 41%, Non-Exchange Traded Equities 18%, Exchange Traded Equities 17%, Cash & Cash Equivalents 11%, State & Local Bonds 6%, Investment Grade Corp Bonds 5%, US Government Bonds 1%, Other 1%41%
  • Public Funds/Mutual Funds41%
  • Non-Exchange Traded Equities18%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents11%
  • State & Local Bonds6%

Owners & executives

1 of 1

  • Kevin Scullion

    Chief Compliance OfficerCRD 4358312

Contacts

1 of 1

  • Roberta Ferguson

    Co-FounderCRD 4358311

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 88

Active vs passive

$119M in ETFs

Passive

84%

$100M

Active

3%

$18.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$55.3M149,45546.45%
Unlock additional holdings →

Location

Primary office

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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