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| Aberdeen Wealth Management LLC
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| |
|---|---|
| CRD # | 108525 |
| SEC # | 801-57736 |
| CIK # | 0001802654 |
| AUM | $569.3 MM (2024-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 312-456-3315 |
| Address | 515 Glen Lake Bluff, IL 60044 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.0 | |
| MSFT | 1,918,222.4 | 6.1 | |
| GOOGL | 1,475,138.5 | 3.5 | |
| JPM | 340,169.2 | 3.1 | |
| AMAT | 82,662.4 | 2.9 | |
| ADP | 89,423.0 | 2.8 | |
| HD | 277,648.0 | 2.8 | |
| ABBV | 269,466.6 | 2.6 | |
| GLD | 2.3 | ||
| NVDA | 399,550.0 | 2.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 3.5 |
| (b) Individuals (high net worth individuals) | 180 | 565.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 433 | 569.3 |
| By Discretionary | ||
| Discretionary | 373 | 547.7 |
| Non-Discretionary | 60 | 21.6 |
| Total | 433 | 569.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 569.3 | |
| Total | 433 | 569.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802654] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Perspective Wealth Partners LLC
✚
|
ID | 0.6 |
|
Integris Wealth Management LLC
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|
CA | 0.6 |
|
Sa Mason LLC
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|
MI | 0.6 |
|
Benedetti and Gucer Inc
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|
GA | 0.6 |
|
McCarthy & Cox Retirement & Estate Specialists LLC
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|
OH | 0.6 |
|
Whelan Financial
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|
CA | 0.6 |
|
NorthStar Asset Management Company LLC
✚
|
PA | 0.6 |
|
Schiavi & Company LLC
✚
|
DE | 0.6 |
|
Moller Wealth Partners Inc
✚
|
IL | 0.6 |
|
John W Brooker & Co CPAS PC
✚
|
CA | 0.6 |