DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hedeker Wealth LLC
Latest filing Aug 20, 2026
First filing on the tape Mar 5, 2012 · 49 filings
SEC status approved since Dec 10, 2002
RAUM
$595M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$579M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$298M
derived; firm RAUM over IAPD count
Employees
6
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$595M as of Aug 20, 2026
Mar 5, 2012$126M then
HNW client RAUM$535M as of Aug 20, 2026
Mar 8, 2018$154M then
State-registered IARs (5.B.3)2 as of Aug 20, 2026
Mar 5, 20120 then
Employees (5.A)6 as of Aug 20, 2026
Feb 20, 20134 then
Private funds: no history
RAUM +27% over the last fiscal year+23% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- $298MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 100derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.9MderivedHNW RAUM over HNW clients
- Average account
- $774,920derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.6%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$535M90%
- Individuals$43.5M7.3%
- Pooled investment vehicles$15.5M2.6%
- Charitable organizations$692,2030.1%
- Individual clients
- 90reported
- HNW clients
- 109reported
- Pension plan clients
- n/areported
- Charitable clients
- 6reported
- Accounts
- 768reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.03 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dean Richard Hedeker | Lincolnshire, Il | Dec 20, 2002 | 36 y | 1 |
| Thomas Murray Ryan | Lincolnshire, Il | Nov 2, 2021 | 10 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Michael Andrew Mcclain to Pac Capital, LLCAug 1, 2019 · RIA to a state-registered adviser
- James Patrick Kozak to Advanced Equities, Inc.Apr 27, 2006 · Other
- Steven Perry Schwefel to Sterne Agee Investment Advisor Services, Inc.Apr 7, 2004 · Other
Joined, latest
- Thomas Murray Ryan from Spectrum Wealth ManagementNov 2, 2021 · Other
- Steven Perry Schwefel from Qa3 Financial LLCJan 8, 2003 · Other
- Dean Richard Hedeker from Qa3 Financial LLCDec 20, 2002 · Other
- James Patrick Kozak from Advanced Equities, Inc.Dec 20, 2002 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Richard Dean Hedeker · Founder, Managing Director, And Ccocontrolsince 07/2021 · owns less than 5%
- Van Joel Bennett · Chief Financial Officersince 07/2021 · owns less than 5%
- Ann Lori Markham · Assistant Secretarysince 07/2021 · owns less than 5%
- Bredt Robert Norwood · Vice President And Secretarysince 07/2021 · owns less than 5%
- Yin Yin · Controller And Assistant Secretarysince 07/2021 · owns less than 5%
Entity owners
- Bluespring Wealth Partners, LLC · Ownerdirect · owns 75% or more
- Kestra Advisor Services Holdings A, Inc. · Ownerindirect · owns 75% or more of Kestra Advisor Services Holdings B, Inc.
- Kestra Advisor Services Holdings B, Inc. · Ownerindirect · owns 75% or more of Kestra Advisor Services Holdings C, Inc.
- Kestra Advisor Services Holdings C, Inc. · Ownerindirect · owns 75% or more of Kestra Financial, Inc.
- Kestra Financial, Inc. · Ownerindirect · owns 75% or more of Bluespring Wealth Partners, LLC
- Kingfisher Holding A, Inc. · Ownerindirect · owns 75% or more of Kingfisher Holding B, Inc.
- Kingfisher Holding B, Inc. · Ownerindirect · owns 75% or more of Kestra Advisor Services Holdings A, Inc.
- Kingfisher Holding, L.P. · Ownerindirect · owns 75% or more of Kingfisher Holding A, Inc.
- Ohcp Vi Enzo Aggregator, L.P. · Ownerindirect · owns 25% to 50% of Kingfisher Holding, L.P.
- Warburg Pincus Financial Sector, L.P. · Limited Partnerindirect · owns 25% to 50% of Kingfisher Holding, L.P.
Related persons
Schedule D 7.A
- American Financial Solutions, Inc.real estaten
- Arden Trust Companyn
- Beacon Financial Groupinvestment advisernRAUM $1.3B
- Bedell Frazier Investment Counselling, LLC.investment advisernRAUM $872M
- Bernard R. Wolfe & Associates, Increal estaten
- Capital Planning Advisors LLCinvestment advisernRAUM $1.5B
- Compass Capital Management, LLCinvestment adviserreal estatenRAUM $119M
- Goldstein Advisors, LLCinvestment advisernRAUM $1.1B
- Hickory Asset Management, Inc.investment advisernRAUM $249M
- Hughes Financial Services, LLCinvestment advisernRAUM $760M
- Kestra Advisory Services, LLCinvestment advisernRAUM $80B
- Kestra Institutional Services, LLCinvestment advisern
- Kestra Insurance Servicesreal estaten
- Kestra Investment Management, LLC.investment advisernRAUM $4.3B
- Nfp Advisor Services, LLCbroker-dealernRAUM $12B
- Kestra Private Wealth Services, LLCinvestment advisernRAUM $13B
- Oklahoma Financial Center, Inc.real estaten
- Provise Management Group, LLCinvestment advisernRAUM $2.0B
- Ritter Daniher Financial Advisory LLCinvestment advisernRAUM $493M
- Rodgers & Associatesinvestment advisernRAUM $1.6B
- Bluespring Wealth Management, LLCinvestment advisernRAUM $5.4B
- Joule Financialinvestment advisernRAUM $277M
- Vector Insurance Services, LLCreal estaten
Advisers that list Hedeker Wealth LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lincolnshire, Il · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing Aug 20, 2026related persons on Schedule D 7.A of 23.0 against a peer median of 4.0 (97 comparable advisers, 99.0th percentile, 12.8 robust deviations)peers: independent wealth managers, $500M to $1B (97) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 707 to 768Dec 22, 2025 to Mar 16, 2026
- Charity clients · 5 to 6Dec 22, 2025 to Mar 16, 2026
- HNW clients · 94 to 109Dec 22, 2025 to Mar 16, 2026
- Individual clients · 100 to 90Dec 22, 2025 to Mar 16, 2026
- Pooled vehicle clients · 47 to 59Dec 22, 2025 to Mar 16, 2026
- Employees · 8 to 6Dec 22, 2025 to Mar 16, 2026
- Discretionary RAUM · $470M to $595MDec 22, 2025 to Mar 16, 2026
- HNW RAUM · $414M to $535MDec 22, 2025 to Mar 16, 2026
- Individual RAUM · $43.9M to $43.5MDec 22, 2025 to Mar 16, 2026
- Pooled vehicle RAUM · $12.3M to $15.5MDec 22, 2025 to Mar 16, 2026
- RAUM · $470M to $595MDec 22, 2025 to Mar 16, 2026
- Financial planning clients · unset to Mar 11, 2025 to Jun 23, 2025
- Accounts · 653 to 707Dec 4, 2024 to Mar 11, 2025
- Charity clients · 6 to 5Dec 4, 2024 to Mar 11, 2025
- HNW clients · 81 to 94Dec 4, 2024 to Mar 11, 2025
- Individual clients · 111 to 100Dec 4, 2024 to Mar 11, 2025
- Pension plan clients · 0.0 to unsetDec 4, 2024 to Mar 11, 2025
- Pooled vehicle clients · 39 to 47Dec 4, 2024 to Mar 11, 2025
- Discretionary RAUM · $367M to $470MDec 4, 2024 to Mar 11, 2025
- HNW RAUM · $310M to $414MDec 4, 2024 to Mar 11, 2025
- Individual RAUM · $47.9M to $43.9MDec 4, 2024 to Mar 11, 2025
- Pension RAUM · 0.0 to unsetDec 4, 2024 to Mar 11, 2025
- Pooled vehicle RAUM · $9.0M to $12.3MDec 4, 2024 to Mar 11, 2025
- RAUM · $367M to $470MDec 4, 2024 to Mar 11, 2025
- Accounts · 676 to 653Oct 20, 2023 to Mar 11, 2024
- HNW clients · 79 to 81Oct 20, 2023 to Mar 11, 2024
- Individual clients · 107 to 111Oct 20, 2023 to Mar 11, 2024
- Pension plan clients · 2 to 0Oct 20, 2023 to Mar 11, 2024
- Pooled vehicle clients · 18 to 39Oct 20, 2023 to Mar 11, 2024
- Employees · 7 to 8Oct 20, 2023 to Mar 11, 2024
- Discretionary RAUM · $318M to $367MOct 20, 2023 to Mar 11, 2024
- HNW RAUM · $262M to $310MOct 20, 2023 to Mar 11, 2024
- Individual RAUM · $42.0M to $47.9MOct 20, 2023 to Mar 11, 2024
- Pension RAUM · $6.0M to $0Oct 20, 2023 to Mar 11, 2024
- Pooled vehicle RAUM · $7.5M to $9.0MOct 20, 2023 to Mar 11, 2024
- RAUM · $318M to $367MOct 20, 2023 to Mar 11, 2024
- Accounts · 613 to 676Jun 23, 2022 to Mar 23, 2023
- Advisory activities · 1 to 2Jun 23, 2022 to Mar 23, 2023
- Charity clients · 8 to 6Jun 23, 2022 to Mar 23, 2023
- HNW clients · 83 to 79Jun 23, 2022 to Mar 23, 2023
Signals
2 dated events
- Hedeker Wealth Llc reported RAUM $595.1M, up 27% from $470.1M (2025-12-22 to 2026-03-16)Mar 16, 2026 · RAUM change · derived
- Hedeker Wealth Llc reported RAUM $470.1M, up 28% from $367.0M (2024-12-04 to 2025-03-11)Mar 11, 2025 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@hedekerwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 847-913-5594reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 847-913-6793reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 866-523-7837reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/HEDEKER-WEALTHreportedpublic record, Form ADV, Sep 18, 2026
- Website
- HEDEKERWEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 847-913-5594reportedpublic record, Form ADV, Aug 20, 2026
- Contact form
- hedekerwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- hedekerwealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $298Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026