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| Hedeker Wealth LLC
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| CRD # | 124341 |
| SEC # | 801-61654 |
| CIK # | 0001633910 |
| AUM | 595.1 M (2026-03-16) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 847-913-5594 |
| Address | One Overlook Point Lincolnshire, IL 60069 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001633910 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 31.4 | ||
| Broadcom Inc | 29.6 | ||
| Microsoft Corp | 19.1 | ||
| Nvidia Corp | 16.5 | ||
| Apple Inc | 15.5 | ||
| Amazon Com Inc | 15.1 | ||
| II-VI Inc | 14.6 | ||
| Alphabet Inc | 14.3 | ||
| Alphabet Inc | 13.9 | ||
| ASML Holding NV | 12.1 | ||
| Facebook Inc | 11.5 | ||
| Comfort Systems USA Inc | 9.8 | ||
| Citigroup Inc | 8.5 | ||
| NRG Energy Inc | 8.4 | ||
| Lilly Eli & Co | 8.3 | ||
| Blackstone Group LP | 7.4 | ||
| United Rentals Inc /DE | 7.1 | ||
| Generac Holdings Inc | 6.6 | ||
| Acuity Brands Inc | 5.6 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Kinder Morgan Inc | 5.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 43.5 |
| (b) Individuals (high net worth individuals) | 109 | 535.4 |
| (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 | 59 | 15.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.7 |
| (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 | 768 | 595.1 |
| By Discretionary | ||
| Discretionary | 768 | 595.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 768 | 595.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.1 | |
| Total | 768 | 595.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633910] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| LEI | 2549000ZTVQZ53L79A64 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Grand Wealth Management LLC
✚
|
MI | 597.8 M |
|
Measured Risk Portfolios Inc
✚
|
CA | 597.2 M |
|
Garrison Point Advisors LLC
✚
|
CA | 597.1 M |
|
Comprehensive Financial Consultants Institutional Inc
✚
|
IN | 595.6 M |
|
Endeavor Private Wealth Inc
✚
|
KS | 595.3 M |
|
Affinity Investment Group LLC
✚
|
NH | 595.1 M |
|
Innovative Financial Solutions NJ LLC
✚
|
NJ | 594.9 M |
|
Capital Resource Management Inc
✚
|
IL | 593.2 M |
|
Disciplined Investments LLC
✚
|
OK | 592.8 M |
|
Delta Financial Advisors LLC
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|
LA | 592.3 M |