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ABERDEEN WEALTH MANAGEMENT LLC
CRD 108525 · SEC 801-57736
515 GLEN, LAKE BLUFF, IL, 60044, United States
Phone
312-456-3315
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$699.1M
Discretionary AUM
$675.3M
Team
4 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.5M |
| High net worth individuals | 126 | $697.7M |
States served
IL, TX
Official SEC filing: View on IAPD