SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Keebeck Wealth Management
Chicago, IL
Keebeck Partners, LLC, CRD 297496
Firm filing updated March 30, 2026 ·
- $2BAssets
- 4Advisory staff
- 736Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals147
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 147 | $1.8 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $203.6 million |
| Charitable organizations | Fewer than 5 clients | $12.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $17.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$2.0 billion
- Accounts736
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Keebeck Partners, LLC SEC-registered investment advisor. CRD 297496, SEC file 801-113573.
- Registered with the SEC as an investment advisor (status date on record: July 6, 2018).
Is Keebeck Wealth Management a fiduciary?
Short answer: Keebeck Wealth Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.