$595.1M Total AUM
$595.1M Disc. AUM
12.3% 3Y CAGR
6 Employees
264 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2002
- Office Locations
- 2
Office Locations
ONE Overlook Point Suite 610 Lincolnshire IL
ONE Overlook Point, Suite 250 Lincolnshire IL
About Hedeker Wealth LLC
Hedeker Wealth is a tax-first, process-driven RIA serving high-net-worth professionals nearing retirement, integrating investment management with proactive tax planning and retirement/estate planning. Portfolios are implemented largely with ETFs, and the firm is led by founder Dean Hedeker, recognized in Forbes/SHOOK Best-In-State wealth advisor rankings.
Team overview
-- AVG AGE
$297.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
8.1 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOEL VAN BENNETT
Chief Financial Officer
- CRD
- #2047878
- Ownership
- Less than 5%
Available
Available
Available
DEAN RICHARD HEDEKER
Chief Compliance Officer, Founder, MANAGING DIRECTOR
- CRD
- #2068563
- Ownership
- Less than 5%
Available
Available
Available
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T
Thomas Murray Ryan
Head Of Investments, Portfolio Manager
- CRD
- #6708534
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $595,138,292 | $774,920 |
| Non-Discretionary | $0 | -- |
| Total | $595,138,292 | $774,920 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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