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Aberdeen Wealth Management LLC

● SEC registered since 2000CRD 108525SEC# 801-57736Lake Bluff, IL
Export (members)
Reg. AUM
$634.1M
Employees
4
Accounts
390
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 $634.1 million in regulatory assets under management and employs 4 people.

Aberdeen Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Kevin Peter Scullion ControlChief Compliance Officer/Managing Director50-75%2000
Roberta Bear Ferguson ControlManaging Director50-75%2000

Frequently asked questions

How much does Aberdeen Wealth Management LLC manage?

Aberdeen Wealth Management LLC reports $634.1 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

Address515 Glen, Lake Bluff, IL 60044
Phone312-456-3315
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$610.7M
Non-discretionary$23.3M
Total (RAUM)$634.1M