Keebeck Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 30, 2026, reports $2.0B in regulatory assets under management, 9 employees, 1 office, and 736 accounts.
Assets Under Management
$2.0B
Employees
9
Offices
1 office
Total Clients
150
Primary office
CHICAGO, IL
150 N. RIVERSIDE PLAZA, SUITE 1850, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.0% of total clients.
Top client categories% of clientsClients
1
HNWI
98.0%
147
2
Pension Plans
0.7%
1
3
Charitable
0.7%
1
4
Corporations
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts736
10Y AUM Change+$2.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee17:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.