Hedeker Wealth LLC

Hedeker Wealth LLC provides discretionary and non‑discretionary portfolio management and related financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm advises across a broad set of investments — equities, fixed income, mutual funds and ETFs, interval funds, private placements and partnership interests in real estate and oil and gas — and incorporates year‑end tax projections into its client reviews.

Investment advice is tailored to each client's objectives and risk tolerance and may be implemented using proprietary model portfolios, third‑party money managers, or direct trading; portfolios are monitored and rebalanced on an ongoing basis with formal reviews at least quarterly. The firm uses a mix of fundamental, technical and cyclical analysis, may employ both long‑ and short‑term strategies, and can recommend tax‑oriented alternative investments for accredited investors while limiting exposure to liquidity‑constrained vehicles.

The firm is organized as a subsidiary within a larger wealth platform (a wholly owned subsidiary of Bluespring Wealth Partners and an indirect subsidiary of Kestra Financial) and discloses affiliated business activities, including a separate affiliated law practice for estate and tax matters, as potential conflicts of interest. Hedeker Wealth also advises and monitors private pooled vehicles and interval funds and reports roughly $595.1 million in discretionary assets — a level of AUM per advisor and involvement with pooled investment vehicles that is atypical among similarly sized team firms.