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HEDEKER WEALTH LLC

LINCOLNSHIRE, IL · CRD 124341 · IAPD ↗ · 847-913-5594

$595.1MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — HEDEKER WEALTH LLC notice-filed in IN, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — HEDEKER WEALTH LLC crossed $500M in regulatory AUM ($470.1M -> $595.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2025 — HEDEKER WEALTH LLC reported RAUM up 28% ($367.0M -> $470.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2025 — HEDEKER WEALTH LLC notice-filed in CA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.