# Aberdeen Wealth Management LLC

> Aberdeen Wealth Management LLC is an SEC-registered investment advisory firm in Lake Bluff, IL, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 108525
- Filed as: ABERDEEN WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Bluff, IL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108525
- AdvisorCensus page: https://advisorcensus.com/firm/aberdeen-wealth-management-llc-lake-bluff-il-108525

## Quick answers

**How is Aberdeen Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aberdeen Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aberdeen Wealth Management LLC located?**
Aberdeen Wealth Management LLC's principal office is in Lake Bluff, IL, according to its Form ADV.

**Is Aberdeen Wealth Management LLC registered with the SEC or a state?**
Aberdeen Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108525.

**How much does Aberdeen Wealth Management LLC manage?**
Aberdeen Wealth Management LLC reports $699,137,695 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (97% discretionary).

**How have Aberdeen Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Aberdeen Wealth Management LLC: Regulatory assets under management: $505,433,546 in the October 2021 data and $699,137,695 in the October 2026 data, up 38%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aberdeen Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (10).

**Which custodians does Aberdeen Wealth Management LLC use?**
Aberdeen Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aberdeen Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108525

**What changed in Aberdeen Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $634,052,795 to $699,137,695 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $699,137,695
- Discretionary: $675,297,915
- Non-discretionary: $23,839,780

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $1,461,788 |
| High net worth individuals | 126 | $697,675,907 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $505,433,546 | 4 | March 26, 2021 |
| October 2022 | $571,157,279 | 4 | March 28, 2022 |
| October 2023 | $524,885,907 | 4 | March 6, 2023 |
| October 2024 | $569,337,665 | 4 | March 27, 2024 |
| October 2025 | $634,052,795 | 4 | February 10, 2025 |
| October 2026 | $699,137,695 | 4 | March 11, 2026 |

Regulatory assets under management: $505,433,546 in the October 2021 data and $699,137,695 in the October 2026 data, up 38%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $634,052,795 to $699,137,695 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aberdeen Wealth Management LLC (CRD 108525): Form ADV filing data as of October 2026.