Hedeker Wealth LLC
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
FINTRXOverview
Hedeker Wealth LLC is an independent registered investment adviser organized as an LLC and operating since 2002. The firm serves individuals, families and some institutional clients, charging fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and on managing pooled investment vehicles. Hedeker Wealth does not market itself as an ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or separate capital allocator. The firm maintains relationships across the financial services ecosystem, including broker‑dealer, trust company and insurance company affiliations, which supports access to custody, trust and insurance solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities71%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities3%
Owners & executives
1 of 1
Joel Bennett
CFOCRD 2047878
Contacts
3 of 5
Robert Bredt Norwood
General CounselCRD 2536685
Dean Hedeker
FounderCRD 2068563
Lori Markham
Assistant SecretaryCRD 7098304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$169M in ETFs
38%
$64.9M
44%
$104M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF (DTCR) | GlobalX | Passive | Real Estate | $16.9M | 557,562 | 10.03% |
Location
Lincolnshire, IL
Lake
Location
Lincolnshire, IL
Headquartered in Lincolnshire, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 1 Overlook Pt
- Time zone
- CT (UTC-6)
- Office locations
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