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| Aberdeen Wealth Management LLC
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| CRD # | 108525 |
| SEC # | 801-57736 |
| CIK # | 0001802654 |
| AUM | 699.1 M (2026-03-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 312-456-3315 |
| Address | 515 Glen Lake Bluff, IL 60044 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802654 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.7 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Microsoft Corp | 4.1 | ||
| Alphabet Inc | 4.1 | ||
| Applied Materials Inc /DE | 3.6 | ||
| Nvidia Corp | 3.1 | ||
| SPDR Gold Trust | 3.0 | ||
| Johnson & Johnson | 2.7 | ||
| AbbVie Inc | 2.5 | ||
| Automatic Data Processing Inc | 2.3 | ||
| Home Depot Inc | 2.3 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Colgate Palmolive Co | 1.6 | ||
| Amgen Inc | 1.5 | ||
| Caterpillar Inc | 1.5 | ||
| Alphabet Inc | 1.5 | ||
| Lowes Companies Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.5 |
| (b) Individuals (high net worth individuals) | 126 | 697.7 |
| (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 | 418 | 699.1 |
| By Discretionary | ||
| Discretionary | 386 | 675.3 |
| Non-Discretionary | 32 | 23.8 |
| Total | 418 | 699.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 699.1 | |
| Total | 418 | 699.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802654] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 |
| Serves | Retail |
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|---|---|---|
|
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|
Anchyra Partners LLC
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