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Lori Markham

Assistant Secretary at Hedeker Wealth

Firm officerUpdated

Lori Markham has been Assistant Secretary of Hedeker Wealth LLC, a Lincolnshire, IL investment adviser managing $595M, since July 2021.

5
Years in role
$595M
Firm AUM
264
Firm clients
2
Firm advisers

From Form ADV filed 20 August 2026Form ADV

Career

Lori Markham is not listed as a control person, but directly owns under 5% of Hedeker Wealth.

Hedeker Wealth is an investment adviser based in Lincolnshire, IL, registered with the SEC since 2002. It provides investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $595 million, as filed on 20 August 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
7098304
Firm
Hedeker Wealth · CRD 124341
Role
Assistant Secretary
In role since
July 2021 · 5 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Lincolnshire, IL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Lori Markham work?

Lori Markham has been Assistant Secretary of Hedeker Wealth LLC since July 2021.

Source: Form ADV, Schedule A, filed 20 August 2026

How can I verify Lori Markham’s record?

Lori Markham’s role is listed on Hedeker Wealth LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124341.

Source: Form ADV, Schedule A, filed 20 August 2026

Leadership at Hedeker Wealth

Sources

  1. IAPD individual lookup, CRD 7098304, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Hedeker Wealth LLC, filed 20 August 2026. Title, control and ownership bands.