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| Happy Holidays!! thanks for using AUM13F!! |
| Aberdeen Wealth Management LLC
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|---|---|
| CRD # | 108525 |
| SEC # | 801-57736 |
| CIK # | 0001802654 |
| AUM | $634.1 M (2025-02-10) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 312-456-3315 |
| Address | 515 Glen Lake Bluff, IL 60044 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.2 | ||
| Apple Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Automatic Data Processing Inc | 3.5 | ||
| Nvidia Corp | 2.8 | ||
| Home Depot Inc | 2.6 | ||
| Alphabet Inc | 2.4 | ||
| AbbVie Inc | 2.2 | ||
| SPDR Gold Trust | 2.2 | ||
| Applied Materials Inc /DE | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 2.0 |
| (b) Individuals (high net worth individuals) | 133 | 632.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 390 | 634.1 |
| By Discretionary | ||
| Discretionary | 356 | 610.7 |
| Non-Discretionary | 34 | 23.3 |
| Total | 390 | 634.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 634.1 | |
| Total | 390 | 634.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802654] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sa Mason LLC
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|
MI | 0.6 |
|
HOEY Investments Inc
✚
|
PA | 0.6 |
|
Wisdom Financial Services LLC
✚
|
IL | 0.6 |
|
Integris Wealth Management LLC
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|
CA | 0.6 |
|
Downtown Wealth Studios LLC
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|
FL | 0.6 |
|
Service Academy Capital Management LLC
✚
|
TX | 0.6 |
|
Navista Wealth Management Inc
✚
|
MN | 0.6 |
|
West Branch Capital LLC
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|
MA | 0.6 |
|
New Vernon Wealth Management LLC
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|
IL | 0.6 |
|
Solidarity Wealth LLC
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|
UT | 0.6 |