Investment adviser · CRD 124341
HEDEKER WEALTH LLC
Investment adviser filing (IA)
LINCOLNSHIRE, IL, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $595M Form ADV · Item 5.F
- Client accounts
- 768 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 109 | $535,375,368 | 90.0% |
| Individuals | 90 | $43,547,595 | 7.3% |
| Pooled investment vehicles | 59 | $15,523,126 | 2.6% |
| Charities | 6 | $692,203 | 0.1% |
Filing source
Form ADV 2123623 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
ONE OVERLOOK POINT, SUITE 610LINCOLNSHIRE, IL, 60069, United States
CRD 124341
Filing source
Form ADV 2123623 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.