Bank / Wealth / TrustRIA · CRD 108525SEC-Registered

Updated:

Aberdeen Wealth Management

Aberdeen Wealth Management was established in 2000 as a registered investment advisor. The firm provides asset management on both discretionary and...

Aberdeen Wealth Management logo

Aberdeen Wealth Management

Aberdeen Wealth Management was established in 2000 as a registered investment advisor. The firm provides asset management on both discretionary and non-discretionary bases. Services cover financial planning and investment execution for multiple client types. No additional offices or team size data are recorded. No dated operational events from the last 24 months appear in available records. The firm operates as a conventional wealth manager without disclosed family-office structure or proprietary sourcing vehicles.

General information

Firm type

Bank / Wealth / Trust

Year founded

2000

Location

Region

North America

Country

United States

City

Lake Bluff

Corporate office

Lake Bluff, IL, United States

Frequently asked questions

Who are the principals at Aberdeen Wealth Management?

No named principals are disclosed in available records.

What client types does Aberdeen Wealth Management serve?

The firm serves individuals, banks, trusts, and corporations.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Lake Bluff Bank / Wealth / Trust profiles