Aberdeen Wealth Management LLC
Aberdeen Wealth Management LLC is an SEC-registered wealth manager in Lake Bluff, IL with $699.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Aberdeen Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108525, SEC 801-57736, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $699.1M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Lake Bluff, IL
- Employees
- 4
- Clients
- 136
- CRD
- 108525
- Ownership
- FERGUSON, ROBERTA, BEAR; SCULLION, KEVIN, PETER
How much AUM does Aberdeen Wealth Management LLC have?
Aberdeen Wealth Management LLC reported $699.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Aberdeen Wealth Management LLC?
Disclosed owners and executives of Aberdeen Wealth Management LLC include FERGUSON, ROBERTA, BEAR, SCULLION, KEVIN, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.