A
$699.1M Total AUM
$675.3M Disc. AUM
10.0% 3Y CAGR
4 Employees
138 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2000
- Office Locations
- 1
Office Locations
515 Glen Lake Bluff IL
About Aberdeen Wealth Management LLC
Aberdeen Wealth Management LLC is a Lake Bluff-based RIA. The firm has been operating for 26 years. Managing $699.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$349.6M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
4.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
R
ROBERTA Bear FERGUSON
MANAGING DIRECTOR
- CRD
- #4358311
- Ownership
- 50% but less than 75%
Available
Available
Available
K
KEVIN PETER SCULLION
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4358312
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $675,297,915 | $1,749,476 |
| Non-Discretionary | $23,839,780 | $744,993 |
| Total | $699,137,695 | $1,672,578 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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