Hedeker Wealth Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 124341
· SEC file 801-61654
· Lincolnshire, IL
· WWW.HEDEKERWEALTH.COM
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ADV data as of Jul 29, 2026
- Regulatory AUM
- $595M
- Discretionary
- $595M
- Clients
- 264
- Avg AUM / client
- $2.3M
- Accounts
- 768
- Employees
- 6
AUM over time
$126M
$595M
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $43.5M | 7.32% |
| High net worth individuals | 109 | $535M | 90.0% |
| Pooled investment vehicles (non-investment companies) | 59 | $15.5M | 2.61% |
| Charitable organizations | 6 | $692K | 0.12% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dean Richard Hedeker | Founder, Managing Director, And Cco | Dec 2002 (24y) | Less than 5% | |
| Bennett, Joel, Van | Chief Financial Officer | Jul 2021 (5y) | Less than 5% | |
| Markham, Lori, Ann | Assistant Secretary | Jul 2021 (5y) | Less than 5% | |
| Norwood, Robert, Bredt | Vice President And Secretary | Jul 2021 (5y) | Less than 5% | |
| Yin Yin | Controller And Assistant Secretary | Jul 2021 (5y) | Less than 5% | |
| Thomas Murray Ryan | Registered representative | Nov 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bluespring Wealth Partners, Llc | Owner | Jul 2021 | A | 75% or more |
| Kestra Financial, Inc. | Owner | Dec 2020 | B | ≈ 56.25% – 100% via Bluespring Wealth Partners, Llc |
| Kestra Advisor Services Holdings C, Inc. | Owner | Oct 2014 | B | ≈ 42.19% – 100% via Kestra Financial, Inc. |
| Kestra Advisor Services Holdings B, Inc. | Owner | Oct 2014 | B | ≈ 31.64% – 100% via Kestra Advisor Services Holdings C, Inc. |
| Kestra Advisor Services Holdings A, Inc. | Owner | Oct 2014 | B | ≈ 23.73% – 100% via Kestra Advisor Services Holdings B, Inc. |
| Kingfisher Holding B, Inc. | Owner | Jun 2019 | B | ≈ 17.8% – 100% via Kestra Advisor Services Holdings A, Inc. |
| Kingfisher Holding A, Inc. | Owner | Jun 2019 | B | ≈ 13.35% – 100% via Kingfisher Holding B, Inc. |
| Kingfisher Holding, L.P. | Owner | Jun 2019 | B | ≈ 10.01% – 100% via Kingfisher Holding A, Inc. |
| Warburg Pincus Financial Sector, L.P. | Limited Partner | Jun 2019 | B | ≈ 2.5% – 50% via Kingfisher Holding, L.P. |
| Ohcp Vi Enzo Aggregator, L.P. | Owner | Feb 2023 | B | ≈ 2.5% – 50% via Kingfisher Holding, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kestra Financial, Inc.: 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Kestra Advisor Services Holdings C, Inc.: 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Kestra Advisor Services Holdings B, Inc.: 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Kestra Advisor Services Holdings A, Inc.: 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Kingfisher Holding B, Inc.: 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Kingfisher Holding A, Inc.: 75% – 100% of Kingfisher Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Kingfisher Holding, L.P.: 75% – 100% of Kingfisher Holding A, Inc. × 75% – 100% of Kingfisher Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Warburg Pincus Financial Sector, L.P.: 25% – 50% of Kingfisher Holding, L.P. × 75% – 100% of Kingfisher Holding A, Inc. × 75% – 100% of Kingfisher Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 2.5% – 50% of the firm
- Ohcp Vi Enzo Aggregator, L.P.: 25% – 50% of Kingfisher Holding, L.P. × 75% – 100% of Kingfisher Holding A, Inc. × 75% – 100% of Kingfisher Holding B, Inc. × 75% – 100% of Kestra Advisor Services Holdings A, Inc. × 75% – 100% of Kestra Advisor Services Holdings B, Inc. × 75% – 100% of Kestra Advisor Services Holdings C, Inc. × 75% – 100% of Kestra Financial, Inc. × 75% – 100% of Bluespring Wealth Partners, Llc × 75% – 100% direct ≈ 2.5% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 2.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $546M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗