ABERDEEN WEALTH MANAGEMENT LLC
Adviser information for ABERDEEN WEALTH MANAGEMENT LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 373 | $547.7M |
| Non-Discretionary | 60 | $21.6M |
| Total | 433 | $569.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22 | $3.5M |
| HNW Individuals | 180 | $565.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
515 GLENLAKE BLUFF
IL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 312-456-3315, Fax: 847-295-5191
Chief Compliance Officer
KEVIN P. SCULLION
MANAGING DIRECTOR/CCO
515 GLEN
LAKE BLUFF
IL
United States
Tel:
(312) 456-3315
Fax:
(708) 730-0933
K*********@************T
(Full email address available in API data)
Regulatory Contact
ROBERTA FERGUSON
MANAGING DIRECTOR
515 GLEN AVENUE
LAKE BLUFF
IL
United States
Tel:
847-295-5199
Fax:
847-295-5191
R********@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FERGUSON, ROBERTA, BEAR | Individual | – | MANAGING DIRECTOR | 07/2000 | 50-75% |
| SCULLION, KEVIN, PETER | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | 07/2000 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| GENERAL MLS INC | COM | 345K | 5K | – |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 11M | 125K | – |
| SPDR GOLD TR | GOLD SHS | 2M | 11K | – |
| ABBVIE INC | COM | 3M | 15K | – |
| ABBOTT LABS | COM | 1M | 14K | – |
| AMAZON COM INC | COM | 1M | 6K | – |
| ISHARES GOLD TR | ISHARES NEW | 699K | 16K | – |
| META PLATFORMS INC | CL A | 547K | 2K | – |
| PFIZER INC | COM | 555K | 20K | – |
| REGENERON PHARMACEUTICALS | COM | 305K | 290 | – |
| VISA INC | COM CL A | 361K | 1K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1M | 7K | – |
| APPLE INC | COM | 7M | 33K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 287K | 7K | – |
| CATERPILLAR INC | COM | 754K | 2K | – |
| THE CIGNA GROUP | COM | 1M | 4K | – |
| CHEVRON CORP NEW | COM | 710K | 5K | – |
| GILEAD SCIENCES INC | COM | 567K | 8K | – |
| ALPHABET INC | CAP STK CL C | 943K | 5K | – |
| JOHNSON & JOHNSON | COM | 2M | 14K | – |
| KENVUE INC | COM | 182K | 10K | – |
| MASTERCARD INCORPORATED | CL A | 794K | 2K | – |
| MCDONALDS CORP | COM | 1M | 4K | – |
| MERCADOLIBRE INC | COM | 250K | 152 | – |
| PEPSICO INC | COM | 1M | 8K | – |
| STRYKER CORPORATION | COM | 560K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 75K | 2K | – |
| VERIZON COMMUNICATIONS INC | COM | 262K | 6K | – |
| WALMART INC | COM | 2M | 24K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 8K | – |
| CHECK POINT SOFTWARE TECH LT | ORD | 860K | 5K | – |
| CISCO SYS INC | COM | 685K | 14K | – |
| ISHARES TR | SELECT DIVID ETF | 2M | 17K | – |
| ENBRIDGE INC | COM | 336K | 9K | – |
| EXPEDITORS INTL WASH INC | COM | 459K | 4K | – |
| GENERAL DYNAMICS CORP | COM | 299K | 1K | – |
| HOME DEPOT INC | COM | 3M | 8K | – |
| JACOBS SOLUTIONS INC | COM | 1M | 11K | – |
| JPMORGAN CHASE & CO. | COM | 3M | 15K | – |
| LOWES COS INC | COM | 2M | 8K | – |
| ALTRIA GROUP INC | COM | 264K | 6K | – |
| MSC INDL DIRECT INC | CL A | 336K | 4K | – |
| NOVARTIS AG | SPONSORED ADR | 1M | 14K | – |
| TOYOTA MOTOR CORP | ADS | 363K | 2K | – |
| VULCAN MATLS CO | COM | 779K | 3K | – |
| ZIMMER BIOMET HOLDINGS INC | COM | 293K | 3K | – |
| ZOETIS INC | CL A | 606K | 3K | – |
| APPLIED MATLS INC | COM | 3M | 12K | – |
| FIRST AMERN FINL CORP | COM | 264K | 5K | – |
| PAYCHEX INC | COM | 279K | 2K | – |
| PROCTER AND GAMBLE CO | COM | 1M | 8K | – |
| EXXON MOBIL CORP | COM | 2M | 13K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 731K | 1K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 3M | 12K | – |
| AMGEN INC | COM | 1M | 4K | – |
| AMERICAN EXPRESS CO | COM | 489K | 2K | – |
| DEERE & CO | COM | 372K | 995 | – |
| ISHARES TR | MSCI EAFE ETF | 487K | 6K | – |
| GE AEROSPACE | COM NEW | 432K | 3K | – |
| ISHARES TR | RUSSELL 2000 ETF | 144K | 710 | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 375K | 701 | – |
| 3M CO | COM | 381K | 4K | – |
| MICROSOFT CORP | COM | 6M | 14K | – |
| WATERS CORP | COM | 743K | 3K | – |
| SPDR SER TR | S&P DIVID ETF | 2M | 15K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 512K | 3K | – |
| DISNEY WALT CO | COM | 759K | 8K | – |
| FEDEX CORP | COM | 502K | 2K | – |
| ALPHABET INC | CAP STK CL A | 3M | 19K | – |
| SCHWAB CHARLES CORP | COM | 281K | 4K | – |
| ISHARES SILVER TR | ISHARES | 331K | 12K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 7M | 39K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 2M | 21K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 2M | 30K | – |
| SYSCO CORP | COM | 425K | 6K | – |
| COLGATE PALMOLIVE CO | COM | 2M | 20K | – |
| EBAY INC. | COM | 589K | 11K | – |
| EDISON INTL | COM | 266K | 4K | – |
| KIMBERLY-CLARK CORP | COM | 753K | 5K | – |
| LOCKHEED MARTIN CORP | COM | 215K | 461 | – |
| MEDTRONIC PLC | SHS | 1M | 14K | – |
| PAYPAL HLDGS INC | COM | 399K | 7K | – |
| UNILEVER PLC | SPON ADR NEW | 793K | 14K | – |
| SELECT SECTOR SPDR TR | ENERGY | 944K | 10K | – |
| AMERICAN ELEC PWR CO INC | COM | 477K | 5K | – |
| CARRIER GLOBAL CORPORATION | COM | 271K | 4K | – |
| ISHARES TR | MSCI EMG MKT ETF | 25K | 580 | – |
| EMERSON ELEC CO | COM | 230K | 2K | – |
| ISHARES TR | RUS 1000 VAL ETF | 35K | 200 | – |
| LINDE PLC | SHS | 641K | 1K | – |
| OTIS WORLDWIDE CORP | COM | 358K | 4K | – |
| RTX CORPORATION | COM | 692K | 7K | – |
| SPDR SER TR | DJ REIT ETF | 10K | 105 | – |
| AT&T INC | COM | 246K | 13K | – |
| TARGET CORP | COM | 587K | 4K | – |
| UNITEDHEALTH GROUP INC | COM | 578K | 1K | – |
| UNITED PARCEL SERVICE INC | CL B | 1M | 9K | – |
| WASTE MGMT INC DEL | COM | 871K | 4K | – |
| BOOKING HOLDINGS INC | COM | 583K | 147 | – |
| BLACKROCK INC | COM | 482K | 612 | – |
| INTEL CORP | COM | 419K | 14K | – |
| MERCK & CO INC | COM | 510K | 4K | – |
| NVIDIA CORPORATION | COM | 2M | 17K | – |
| NOVO-NORDISK A S | ADR | 2M | 11K | – |
| ORACLE CORP | COM | 515K | 4K | – |
| STARBUCKS CORP | COM | 348K | 4K | – |
| FIFTH THIRD BANCORP | COM | 280K | 8K | – |
| CENCORA INC | COM | 345K | 2K | – |
| CSX CORP | COM | 830K | 25K | – |
| DIAGEO PLC | SPON ADR NEW | 698K | 6K | – |
| ISHARES INC | MSCI PAC JP ETF | 13K | 300 | – |
| FASTENAL CO | COM | 617K | 10K | – |
| IRON MTN INC DEL | COM | 258K | 3K | – |
| COCA COLA CO | COM | 1M | 18K | – |
| MCKESSON CORP | COM | 204K | 350 | – |
| NORFOLK SOUTHN CORP | COM | 679K | 3K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 194K | 3K | – |
| SOUTHERN CO | COM | 794K | 10K | – |
| TRIMBLE INC | COM | 280K | 5K | – |
| UNION PAC CORP | COM | 1M | 6K | – |
| US BANCORP DEL | COM NEW | 225K | 6K | – |
| VANGUARD INDEX FDS | VALUE ETF | 112K | 700 | – |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 300K | 3K | – |
| CONOCOPHILLIPS | COM | 375K | 3K | – |
| CINTAS CORP | COM | 732K | 1K | – |
| MODERNA INC | COM | 275K | 2K | – |
| HANESBRANDS INC | COM | 54K | 11K | – |
| ILLINOIS TOOL WKS INC | COM | 550K | 2K | – |
| ANALOG DEVICES INC | COM | 408K | 2K | – |
| BROADRIDGE FINL SOLUTIONS IN | COM | 408K | 2K | – |
| CBOE GLOBAL MKTS INC | COM | 306K | 2K | – |
| COSTCO WHSL CORP NEW | COM | 731K | 860 | – |
| ISHARES TR | ISHARES BIOTECH | 74K | 537 | – |
| ISHARES TR | EUROPE ETF | 22K | 400 | – |
| OREILLY AUTOMOTIVE INC | COM | 634K | 600 | – |
| NIKE INC | CL B | 526K | 7K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 228K | 1K | – |
| TEXAS INSTRS INC | COM | 842K | 4K | – |
| ISHARES TR | CORE S&P MCP ETF | 335K | 6K | – |
| ISHARES TR | CORE S&P SCP ETF | 249K | 2K | – |
| CONSTELLATION BRANDS INC | CL A | 1M | 6K | – |
| HONEYWELL INTL INC | COM | 308K | 1K | – |
| BOSTON SCIENTIFIC CORP | COM | 614K | 8K | – |
| IDEXX LABS INC | COM | 491K | 1K | – |
| ELI LILLY & CO | COM | 774K | 855 | – |
| ISHARES TR | U.S. ENERGY ETF | 8K | 175 | – |
| ISHARES TR | US HLTHCARE ETF | 15K | 250 | – |
| COTERRA ENERGY INC | COM | 492K | 18K | – |
| DOVER CORP | COM | 203K | 1K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 21K | 97 | – |
| ISHARES TR | CORE S&P500 ETF | 164K | 300 | – |
| VANGUARD INDEX FDS | MID CAP ETF | 43K | 178 | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 56K | 867 | – |
| NEW JERSEY RES CORP | COM | 269K | 6K | – |
| ISHARES INC | MSCI BRAZIL ETF | 27K | 1K | – |
| MARSH & MCLENNAN COS INC | COM | 513K | 2K | – |
| ISHARES INC | MSCI EMERG MRKT | 645K | 11K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 11K | 185 | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 9K | 200 | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 22K | 350 | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 4K | 100 | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 15K | 150 | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 7K | 100 | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 43K | 85 | – |
| BANK AMERICA CORP | COM | 488K | 12K | – |
| EQUIFAX INC | COM | 703K | 3K | – |
| AUTOZONE INC | COM | 216K | 73 | – |
| LABCORP HOLDINGS INC | COM SHS | 326K | 2K | – |
| SYNOPSYS INC | COM | 1M | 2K | – |