Aberdeen Wealth Management Llc
- Regulatory AUM
- $699M
- Discretionary
- $675M
- Clients
- 136
- Avg AUM / client
- $5.1M
- Accounts
- 418
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $1.5M | 0.21% |
| High net worth individuals | 126 | $698M | 99.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Michigan Laborers' Pension Plan Board Of Trustees Michigan Laborers' Pension Fund | 2024 | |
| Michigan Laborers' Annuity Fund Board Of Trustees, Michigan Laborers' Annuity Fund | 2024 | |
| Retirement Plan For Employees Of Texas Scottish Rite Hospital For Children Texas Scottish Rite Hospital For Children | 2024 | |
| National Elevator Industry Pension Plan National Elevator Industry Pension Plan Plan Board Of Trustees | 2024 | |
| Motion Picture Industry Pension Plan Board Of Directors, Motion Picture Industry Pension | 2024 | |
| Motion Picture Industry Individual Account Plan Board Of Directors, Motion Picture Industry Pension | 2024 | |
| Ufcw Consolidated Pension Fund Bd Of Trustees Ufcw Consolidated Pension Fund | 2024 | |
| Club Employees Pension Fund Board Of Trustees Club Employees Pension Fund | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Peter Scullion | Chief Compliance Officer/Managing Director | Jul 2000 (26y) | 50% – 75% | |
| Roberta Bear Ferguson | Managing Director | CFP CFA | Jul 2000 (26y) | 50% – 75% |
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 (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Michigan Laborers' Pension Plan | Board Of Trustees Michigan Laborers' Pension Fund | 12,152 | $1.3B | 09/01/2024 |
| Michigan Laborers' Annuity Fund | Board Of Trustees, Michigan Laborers' Annuity Fund | 5,315 | $129M | 09/01/2024 |
| Retirement Plan For Employees Of Texas Scottish Rite Hospital For Children | Texas Scottish Rite Hospital For Children | 138 | $222M | 07/01/2024 |
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | 28,678 | $12.2B | 07/01/2024 |
| Motion Picture Industry Pension Plan | Board Of Directors, Motion Picture Industry Pension | 61,464 | $5.9B | 01/01/2024 |
| Motion Picture Industry Individual Account Plan | Board Of Directors, Motion Picture Industry Pension | 61,140 | $6.2B | 01/01/2024 |
| Ufcw Consolidated Pension Fund | Bd Of Trustees Ufcw Consolidated Pension Fund | 166,161 | $5.6B | 01/01/2024 |
| Club Employees Pension Fund | Board Of Trustees Club Employees Pension Fund | 0 | $0 | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 907 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $458M (66% 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: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗