LINCOLNSHIRE, ILCRD 124341Latest ADV March 16, 2026
Hedeker Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincolnshire, IL. Its latest Form ADV filing, dated March 16, 2026, reports $595M in regulatory assets under management, 6 employees, 1 office, and 768 accounts.
Assets Under Management
$595M
Employees
6
Offices
1 office
Total Clients
264
Primary office
LINCOLNSHIRE, IL
ONE OVERLOOK POINT, SUITE 610, LINCOLNSHIRE, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 41.3% of total clients.
Top client categories% of clientsClients
1
HNWI
41.3%
109
2
Individuals
34.1%
90
3
Pooled Investment Vehicles
22.3%
59
4
Charitable
2.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$595Mas of March 16, 2026
Discretionary100.0%
$595M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$595M
Total Accounts768
10Y AUM Change+$371M (+165.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee44:1
10Y Employee Change-2 (-25.0%)
* 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.