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Keebeck Wealth Management

Keebeck Wealth Management. CRD 297496

Keebeck Wealth Management logo

CRD: 297496

Keebeck Wealth Management

Chicago, IL, 60606
3128251200
www.keebeck.com
$2.0B Total AUM
$2.0B Disc. AUM
9.3% 3Y CAGR
9 Employees
150 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing
Clients
Retail and Institutional
Platforms
EagleMatrix +more
Established Date
07-06-2018
Office Locations
1

Office Locations

150 N. Riverside Plaza Suite 1850 Chicago IL

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.

Team overview

-- AVG AGE
$507.0M AVG AUM / ADVISOR
$13.5M AVG AUM / CLIENT
7.4 yrs AVG TENURE
9 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Optima Matrix Foundation Quantum Eagle Beacon

Client Personas

Optima

Custodian

Beacon Catalyst glacier Momentum horizon Radial vector Glacier meridian Fusion meridian Ember meridian Pathway meridian

Investment Themes

Eagle element Delta

Investment Vehicles

Alpha

Platform

Capital

Services

Delta Optima Catalyst Timber Vector Prime Atlas bridge

Technology

Matrix Radial delta Radial

Owner & Executives

BRUCE KEEBECK LEE

BRUCE KEEBECK LEE

Chief Executive Officer, Financial Advisor, FOUNDER, Managing Member

CRD
#1464745
Ownership
75% or more
(279) 800-3786
oak.vector@foundationcapital.com
in linkedin.com/in/atlas-frontier
M

Matthew Callan Carey

Chief Compliance Officer

CRD
#7268315
Ownership
Less than 5%
(447) 598-7759
harbor.oak@optimacapital.com
in linkedin.com/in/vital-unison
P

Peak harbor

Summit radial vital

CRD
#11680
Ownership
31.2%
(494) 458-5110
ridge.fusion@summitcapital.com
in linkedin.com/in/wave-frontier

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Contacts

C

CHRISTOPHER JOHN DUFF

Vice President

CRD
#6420062
(485) 301-4622
glacier.horizon@momentumcapital.com
in linkedin.com/in/unison-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-30-2023
10-30-2024
03-28-2025
03-30-2026
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

Total SMA Asset: $2,027,909,271

$2.0B Total SMA
Public Funds:
7.7%
Equity - Exchange:
25.3%
Private Funds:
15.8%
Cash:
6.8%
Municipal Bonds:
20.9%
U.S. Government/Agency:
18.6%
Corporate - Non-Investment Grade:
4.9%
Asset class Assets Assets %
Public Funds $621,205,632 7.7%
Equity - Exchange $2,041,104,218 25.3%
Private Funds $1,274,681,685 15.8%
Cash $548,597,181 6.8%
Municipal Bonds $1,686,129,571 20.9%
U.S. Government/Agency $1,500,574,642 18.6%
Corporate - Non-Investment Grade $395,312,675 4.9%
Total $8,067,605,604 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
DELTA PRIME SIGNAL PATHWAY 4ECZ96SRE SKM 12.43% $73,775,173
HORIZON LEGACY PIONEER QUANTUM MERIDIAN OUFUWR8G2 PSPVK 11.26% $81,763,302
PEAK SUMMIT PEAK TIMBER PK8I6FZ45 UFU 9.17% $65,825,816
VERTEX SUMMIT ZENITH ZENITH QUANTUM CWJ6ZROR3 XJOJS 3.47% $80,590,779
ELEMENT VITAL GLACIER SIGNAL RDAJXDV8L TLBT 2.72% $61,921,101
PRIME NORTH TIMBER INSIGHT MERIDIAN NDJ8CHHXW BQRQ 10.60% $32,836,492
ALPHA EMBER CATALYST ATLAS OAK NRVJ1OCZJ DGXH 12.00% $48,736,265
FOUNDATION VITAL EMBER CAPITAL DBIL7FORX EZIGL 11.68% $108,862,401

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