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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 Oct 1, 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
- Website
- https://www.keebeck.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2026 | Clients | 141 | 150 | increased by9 |
| Apr 1, 2026 | AUM | $1,620,443,949 | $2,027,909,271 | increased by$407,465,322 |
| Apr 1, 2026 | Accounts | 764 | 736 | decreased by28 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 77 | 141 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,217,626,797 | $1,620,443,949 | increased by$402,817,152 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 535 | 764 | increased by229 |
| Apr 1, 2022 | Employees | 11 | 8 | decreased by3 |
| Apr 1, 2022 | Clients | 136 | 77 | decreased by59 |
| Apr 1, 2022 | AUM | $1,596,643,140 | $1,217,626,797 | decreased by$379,016,343 |
| Apr 1, 2022 | Accounts | 603 | 535 | decreased by68 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KEEBECK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEEBECK WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.