HEDEKER WEALTH LLC

One Overlook Point
Suite 610
Lincolnshire, Illinois 60069
Tel: 847-913-5594

About HEDEKER WEALTH LLC

HEDEKER WEALTH LLC, formally registered with the SEC as HEDEKER WEALTH LLC. The firm was established in 12/10/2002. They have over 2 offices throughout the country.

HEDEKER WEALTH LLC is a Lincolnshire, Illinois based Financial Planning firm with nearly $367,001,596 assets under management, offering retirement planning & investment advisory services to 653 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124341
SEC#	801-61654
Assets Managed by Firm	$367,001,596
No. of Clients	653
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	653	$367,001,596
Individuals (other than high net worth individuals)	111	$47,864,349
High net worth individuals	81	$309,785,942
Charitable organizations	6	$332,706

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