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Aberdeen Wealth Management LLC
Aberdeen Wealth Management LLC is a fee-based registered investment advisory firm headquartered in Lake Bluff, Illinois. Founded in 2000, the firm specializes in providing personalized financial planning and portfolio management services to individuals and small businesses, with a focus on high net worth clients. As of early 2025, it manages over $634 million in regulatory assets and employs 4 staff, including 2 financial advisors. The firm prides itself on individualized client strategies and comprehensive advice to help clients achieve their long-term financial goals.
Investment Strategy
Aberdeen Wealth Management LLC employs a comprehensive, client-centric investment strategy, focusing on customized financial planning and portfolio management for high net worth individuals and small businesses. The firm's approach includes ongoing assessment of clients' financial goals, risk tolerance, and time horizons. Investment decisions are designed to optimize risk-adjusted returns and encompass both discretionary and non-discretionary account management. The firm also offers market timing services and assists in the selection of third-party advisors when necessary. Client accounts are mainly invested in diversified portfolios that may include individual stocks, bonds, mutual funds, and ETFs chosen to align with each client's objectives.
Latest 13F Filing Activity
Aberdeen Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 163 equity positions with a total 13F market value of $150M. The fund increased holdings in Microsoft Corp., Nvidia Corp., SPDR Trust Unit SR among other positions. Aberdeen Wealth Management LLC reduced exposure to Novartis AG, Unilever PLC, Novo-nordisk A S among others.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVOV | Vanguard Mid Cap S&P Value Etf | 7.55% | $11.4M | 118,977 | $84.28 | $95.47 | +$225.5K |
V VIG | Vanguard Div Appreciation | 5.73% | $8.6M | 42,129 | $171.49 | $204.67 | +$449.9K |
M MSFT | Microsoft Corp | 4.09% | $6.2M | 12,368 | $174.54 | $497.41 | +$1.5M |
A AAPL | Apple Computer Inc | 3.09% | $4.6M | 22,627 | $115.61 | $205.17 | -$383.6K |
J JPM | JPM Chase & Co | 2.92% | $4.4M | 15,133 | $136.62 | $289.91 | +$675.1K |
Industry Allocation
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