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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-06-2018
- Office Locations
- 1
Office Locations
About Keebeck Wealth Management
Keebeck Wealth Management is a Chicago-based bespoke fiduciary wealth manager serving families and entrepreneurs with customized portfolio construction and comprehensive planning (estate, intergenerational wealth, major liquidity events). Its Portfolio Solutions Group delivers institutional-quality research, due diligence, and consulting, pairing risk mitigation with access to a proprietary network and private-investment opportunities. Hands-on service is supported by its “Ask Keebs” client app and partners like Wealth.com and Moxo; custody via Schwab and Pershing.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 25.1%, from $1.6B to $2.0B.
Across 5 reported observations, AUM increased 66.5% between March 30, 2022 and March 30, 2026, from $1.2B to $2.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 150 clients, or 37.5 clients per representative. That equates to $13.5M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
BRUCE KEEBECK LEE
Chief Executive Officer, Financial Advisor, FOUNDER, Managing Member
- CRD
- #1464745
- Ownership
- 75% or more
Matthew Callan Carey
Chief Compliance Officer
- CRD
- #7268315
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CHRISTOPHER JOHN DUFF
Vice President
- CRD
- #6420062
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,027,909,271 | $2,755,312 |
| Non-Discretionary | $0 | -- |
| Total | $2,027,909,271 | $2,755,312 |
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Separately Managed Accounts
SMA allocation detail is available
Keebeck Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Keebeck Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.