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KEEBECK WEALTH MANAGEMENT
Legal name: KEEBECK PARTNERS, LLC
CRD 297496File 801-113573
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.03B
Top 25% of cohort (national)
Discretionary AUM
$2.03B
Clients
150
736 accounts
Employees
9
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 6, 2018
- Principal office
- 150 N. RIVERSIDE PLAZA, SUITE 1850, CHICAGO, IL, 60606
- Phone
- 312-825-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.03B
- Discretionary AUM
- $2.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 736
- Non-discretionary accounts
- 0
- Total accounts
- 736
- AUM per client
- $13.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $17.5M |
| Charitable organizations | Fewer than 5 | $12.3M |
| High net worth individuals | 147 | $1.79B |
| Pension and profit sharing plans | Fewer than 5 | $203.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.