# Hedeker Wealth LLC

> Hedeker Wealth LLC is an SEC-registered investment advisory firm in Lincolnshire, IL, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 124341
- Filed as: HEDEKER WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincolnshire, IL
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/124341
- AdvisorCensus page: https://advisorcensus.com/firm/hedeker-wealth-llc-lincolnshire-il-124341

## Quick answers

**How is Hedeker Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hedeker Wealth LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hedeker Wealth LLC located?**
Hedeker Wealth LLC's principal office is in Lincolnshire, IL, according to its Form ADV.

**Is Hedeker Wealth LLC registered with the SEC or a state?**
Hedeker Wealth LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 124341.

**How much does Hedeker Wealth LLC manage?**
Hedeker Wealth LLC reports $595,138,292 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**How have Hedeker Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Hedeker Wealth LLC: Regulatory assets under management: $322,806,633 in the October 2021 data and $595,138,292 in the October 2026 data, up 84%. Total employees: 12 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hedeker Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (109); individuals (other than high net worth individuals) (90); pooled investment vehicles (other than investment companies and business development companies) (59).

**Which custodians does Hedeker Wealth LLC use?**
Hedeker Wealth 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 Hedeker Wealth 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/124341

**Does Hedeker Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We generally require a minimum of $500,000 to open and maintain an advisory account."

**What changed in Hedeker Wealth LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $500,000

> We generally require a minimum of $500,000 to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $595,138,292
- Discretionary: $595,138,292
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $43,547,595 |
| High net worth individuals | 109 | $535,375,368 |
| Pooled investment vehicles (other than investment companies and business development companies) | 59 | $15,523,126 |
| Charitable organizations | 6 | $692,203 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2002 (23 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, IN, NH, PA, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hedekerwealth.com
- Facebook @HEDEKERWEALTH
- LinkedIn @HEDEKER-WEALTH
- X @HEDEKERWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $322,806,633 | 12 | September 1, 2021 |
| October 2022 | $389,254,524 | 6 | June 23, 2022 |
| October 2023 | $317,605,828 | 7 | May 1, 2023 |
| October 2024 | $367,001,596 | 8 | September 5, 2024 |
| October 2025 | $470,091,063 | 8 | June 23, 2025 |
| October 2026 | $595,138,292 | 6 | August 20, 2026 |

Regulatory assets under management: $322,806,633 in the October 2021 data and $595,138,292 in the October 2026 data, up 84%.
Total employees: 12 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Registered or notice-filed in IN, PA.

### April 2026
- Regulatory assets under management went from $470,091,063 to $595,138,292 (+27%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hedeker Wealth LLC (CRD 124341): Form ADV filing data as of October 2026.