ABERDEEN WEALTH MANAGEMENT LLC

CHICAGO, IL Investment Advisor How do I update this listing?

Aberdeen Wealth Management is based out of Chicago. Aberdeen Wealth Management is a large advisory firm with 202 clients and discretionary assets under management (AUM) of $487,361,186 (Form ADV from 2021-03-26). Their last reported 13F filing for Q2 2021 included $108,466,000 in managed 13F securities and a top 10 holdings concentration of 26.97%. Aberdeen Wealth Management's largest holding is Apple Inc with shares held of 34,068. Whalewisdom has at least 7 13F filings

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06/30/2021

13F Activity

  • Market Value $108.466 Million
  • Prior Market Value $125.808 Million
  • New Purchases11 stocks
  • Additional Purchases33 stocks
  • Sold out of34 stocks
  • Reduced holdings in11 stocks
  • Top 10 Holdings % 26.97 %
  • Turnover % [1]:35.71%
  • Turnover Alt % [2]: 3.07 %
  • Time Held Top20:3.55 quarters
  • Time Held Top10:3.10 quarters
  • Time Held All:5.37 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 5.74%
Performance Last 4 Quarters: 27.76%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ABERDEEN WEALTH MANAGEMENT LLC
515 GLEN
LAKE BLUFF IL    60044
Country: United States

Business Phone: 312-456-3315
Fax: 847-295-5191
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: IL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 202
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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ABERDEEN WEALTH MANAGEMENT LLC

ownership team - last updated 2021-03-26
Name Title Start Date Direct/Indirect % Ownership
FERGUSON, ROBERTA, BEAR MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01
SCULLION, KEVIN, PETER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2000-07-01
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01 2006-03-20
FERGUSON, ROBERTA, BEAR MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01
SCULLION, KEVIN, PETER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2000-07-01
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01 2006-03-20

ABERDEEN WEALTH MANAGEMENT LLC

ownership team - last updated 2020-11-30
Name Title Start Date Direct/Indirect % Ownership
FERGUSON, ROBERTA, BEAR MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01
SCULLION, KEVIN, PETER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2000-07-01
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01 2006-03-20

ABERDEEN WEALTH MANAGEMENT LLC

ownership team - last updated 2020-06-24
Name Title Start Date Direct/Indirect % Ownership
FERGUSON, ROBERTA, BEAR MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01
SCULLION, KEVIN, PETER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2000-07-01
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01 2006-03-20

ABERDEEN WEALTH MANAGEMENT LLC

ownership team - last updated 2020-03-26
Name Title Start Date Direct/Indirect % Ownership

ABERDEEN WEALTH MANAGEMENT LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
FERGUSON, ROBERTA, BEAR MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01
SCULLION, KEVIN, PETER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2000-07-01
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01 2006-03-20

ABERDEEN WEALTH MANAGEMENT LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
FERGUSON, ROBERTA, BEAR MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01
SCULLION, KEVIN, PETER CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR 07/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ABERDEEN WEALTH MANAGEMENT LLC CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR direct 2000-07-01
ABERDEEN WEALTH MANAGEMENT LLC MANAGING DIRECTOR direct 2000-07-01 2006-03-20

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