# Aberdeen Wealth Management

Aberdeen Wealth Management is a Bank / Wealth / Trust based in Lake Bluff, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Bluff, United States
- **Region:** North America
- **Address:** Lake Bluff, IL, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** aberdeenprivatewealth.com

## Regulatory record

- **CRD number:** 108525
- **SEC file number:** 801-57736
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108525

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/aberdeen-wealth-management

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