ABERDEEN WEALTH MANAGEMENT LLC
CRD #108525 SEC #801-57736 LAKE BLUFF, IL 312-456-3315
SEC Registered
Total AUM
$634.1M
Discretionary
$610.7M
Employees
4
Clients
51
Accounts
390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $634.1M | $610.7M | $23.3M | 4 | 2 |
| Nov 2024 | $569.3M | $547.7M | $21.6M | 4 | 2 |
| Mar 2024 | $569.3M | $547.7M | $21.6M | 4 | 2 |
| Mar 2023 | $524.9M | $503.5M | $21.4M | 4 | 2 |
| Mar 2022 | $571.2M | $541.6M | $29.6M | 4 | 2 |
| Mar 2021 | $505.4M | $487.4M | $18.1M | 4 | 2 |
| Nov 2020 | $444.6M | $427.6M | $16.9M | 4 | 194 |
| Jun 2020 | $444.6M | $427.6M | $16.9M | 4 | 194 |
| Mar 2020 | $444.6M | $427.6M | $16.9M | 4 | 194 |
| Mar 2019 | $385.7M | $374.6M | $11.1M | 5 | 194 |
| Mar 2018 | $409.9M | $404M | $6M | 5 | 174 |
| Mar 2017 | $438.1M | $367.1M | $71M | 5 | 200 |
| Mar 2016 | $388.4M | $320.2M | $68.2M | 5 | 200 |
| Mar 2015 | $391.8M | $319.9M | $71.9M | 5 | 200 |
| Mar 2014 | $358M | $286.5M | $71.4M | 5 | 200 |
| Dec 2013 | $315.1M | $264.3M | $50.8M | 5 | 200 |
| Mar 2013 | $315.1M | $264.3M | $50.8M | 5 | 200 |
| Apr 2012 | $261.6M | $223.3M | $38.3M | 1 | 200 |
| Feb 2009 | $206.7M | $192.7M | $14M | 5 | -- |
| Mar 2008 | $230.5M | $229M | $1.5M | 5 | -- |
| Mar 2007 | $197.8M | $196.5M | $1.3M | 5 | -- |
| Mar 2006 | $179.6M | $157.7M | $21.8M | 5 | -- |
| Mar 2004 | $102.5M | $102.5M | $0 | 5 | -- |
DateFeb 2025
Total AUM$634.1M
Discretionary$610.7M
Non-Disc.$23.3M
Employees4
Clients2
DateNov 2024
Total AUM$569.3M
Discretionary$547.7M
Non-Disc.$21.6M
Employees4
Clients2
DateMar 2024
Total AUM$569.3M
Discretionary$547.7M
Non-Disc.$21.6M
Employees4
Clients2
DateMar 2023
Total AUM$524.9M
Discretionary$503.5M
Non-Disc.$21.4M
Employees4
Clients2
DateMar 2022
Total AUM$571.2M
Discretionary$541.6M
Non-Disc.$29.6M
Employees4
Clients2
DateMar 2021
Total AUM$505.4M
Discretionary$487.4M
Non-Disc.$18.1M
Employees4
Clients2
DateNov 2020
Total AUM$444.6M
Discretionary$427.6M
Non-Disc.$16.9M
Employees4
Clients194
DateJun 2020
Total AUM$444.6M
Discretionary$427.6M
Non-Disc.$16.9M
Employees4
Clients194
DateMar 2020
Total AUM$444.6M
Discretionary$427.6M
Non-Disc.$16.9M
Employees4
Clients194
DateMar 2019
Total AUM$385.7M
Discretionary$374.6M
Non-Disc.$11.1M
Employees5
Clients194
DateMar 2018
Total AUM$409.9M
Discretionary$404M
Non-Disc.$6M
Employees5
Clients174
DateMar 2017
Total AUM$438.1M
Discretionary$367.1M
Non-Disc.$71M
Employees5
Clients200
DateMar 2016
Total AUM$388.4M
Discretionary$320.2M
Non-Disc.$68.2M
Employees5
Clients200
DateMar 2015
Total AUM$391.8M
Discretionary$319.9M
Non-Disc.$71.9M
Employees5
Clients200
DateMar 2014
Total AUM$358M
Discretionary$286.5M
Non-Disc.$71.4M
Employees5
Clients200
DateDec 2013
Total AUM$315.1M
Discretionary$264.3M
Non-Disc.$50.8M
Employees5
Clients200
DateMar 2013
Total AUM$315.1M
Discretionary$264.3M
Non-Disc.$50.8M
Employees5
Clients200
DateApr 2012
Total AUM$261.6M
Discretionary$223.3M
Non-Disc.$38.3M
Employees1
Clients200
DateFeb 2009
Total AUM$206.7M
Discretionary$192.7M
Non-Disc.$14M
Employees5
Clients--
DateMar 2008
Total AUM$230.5M
Discretionary$229M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2007
Total AUM$197.8M
Discretionary$196.5M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2006
Total AUM$179.6M
Discretionary$157.7M
Non-Disc.$21.8M
Employees5
Clients--
DateMar 2004
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--