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 SEC-registered RIA organized as an LLC and operating since 2002. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory work includes discretionary portfolio management for individuals and small businesses and management of pooled investment vehicles. Hedeker does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm maintains industry relationships with broker-dealers, other investment advisers, trust companies and insurance firms, which suggests access to custodial, trust and insurance solutions alongside its advisory services.
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
- Exchange Traded Equities71%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities3%
Owners & executives
1 of 1JOEL BENNETT
CFOCRD 2047878
Contacts
3 of 5ROBERT 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 35Active vs passive
$163M in ETFs
37%
$59.8M
46%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF (DTCR) | GlobalX | Passive | Real Estate | $14.2M | 591,283 | 8.70% |
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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