Aberdeen Wealth Management LLC
● SEC registered since 2000CRD 108525SEC# 801-57736Lake Bluff, IL
Reg. AUM
$699.1M
Employees
4
Accounts
418
Location
Lake Bluff, IL
Aberdeen Wealth Management LLC assets under management
Aberdeen Wealth Management LLC is an investment advisory firm registered with the SEC based in Lake Bluff, IL. The firm has been registered since 2000. It reports $699.1 million in regulatory assets under management and employs 4 people.
Aberdeen Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Peter Scullion Control | Chief Compliance Officer/Managing Director | 50-75% | 2000 |
| Roberta Bear Ferguson Control | Managing Director | 50-75% | 2000 |
Frequently asked questions
How much does Aberdeen Wealth Management LLC manage?
Aberdeen Wealth Management LLC reports $699.1 million in regulatory assets under management on its Form ADV.
How many employees does Aberdeen Wealth Management LLC have?
Aberdeen Wealth Management LLC reports 4 employees.
Where is Aberdeen Wealth Management LLC located?
Aberdeen Wealth Management LLC is based in Lake Bluff, IL and has been SEC-registered since 2000.
Does Aberdeen Wealth Management LLC disclose fund performance?
Aberdeen Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 515 Glen, Lake Bluff, IL 60044 |
| Phone | 312-456-3315 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$699.1M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$699.1Mregulatory AUM
Discretionary $675.3MNon-discretionary $23.8M