Wealth manager, independent · Lincolnshire, IL
Hedeker Wealth LLC
SEC-registered investment adviser · CRD 124341 · SEC 801-61654
At a glance
Hedeker Wealth LLC is an SEC-registered investment adviser based in Lincolnshire, Illinois, with $595 million in regulatory assets under management as of its Form ADV filed August 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 199 individual clients. By Form ADV it is a wealth manager, ranked 2,505th of 8,915 wealth managers and 7,130th of 17,210 SEC-registered advisers by assets.
Main office 847-913-5594hedekerwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $595M
- Rank among wealth managers
- #2,505 of 8,915
- Rank among all SEC RIAs
- #7,130 of 17,210
- Rank in Illinois
- #335 of 684
- Individual clients
- 199
- High-net-worth clients
- 109
- Accounts
- 768
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Dean R. HedekerFounder, Managing Director, and CCO
- Joel V. BennettChief Financial Officer
- Yin YinController and Assistant Secretary
- Lori A. MarkhamAssistant Secretary
- Robert B. NorwoodVice President and Secretary
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Kestra Investment Services, LLC.
- Kestra Investment Services, LLC ↗CRD 42046
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 109 | $535M | 90% |
| Individuals | 90 | $44M | 7% |
| Pooled investment vehicles | 59 | $16M | 3% |
| Charitable organizations | 6 | $1M | <1% |
Disciplinary disclosures
Hedeker Wealth LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗hedekerwealth.com ↗
AtlasMembers
The full record on Hedeker Wealth LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 4,963 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hedeker Wealth LLC manage?
Hedeker Wealth LLC reports $595 million in regulatory assets under management across 768 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 20, 2026.
What kind of firm is Hedeker Wealth LLC?
Hedeker Wealth LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Hedeker Wealth LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($535 million, 109 clients); individuals ($44 million, 90 clients); pooled investment vehicles ($16 million, 59 clients).
Does Hedeker Wealth LLC have any disciplinary history?
Hedeker Wealth LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hedeker Wealth LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →