Aberdeen Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Bluff, IL. Its latest Form ADV filing, dated March 11, 2026, reports $699M in regulatory assets under management, 4 employees, and 418 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.6% of total clients.
Top client categories% of clientsClients
1
HNWI
92.6%
126
2
Individuals
7.4%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$699Mas of March 11, 2026
Discretionary96.6%
$675M
97% of total RAUM96.6%
Non-discretionary3.4%
$24M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$699M
Total Accounts418
10Y AUM Change+$261M (+59.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.