Keebeck Wealth Management
Chicago, IL·SEC-registered · CRD #297496
Keebeck Wealth Management is an SEC-registered investment advisory firm in Chicago, IL managing $2.0B across 736 client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
736
Advisory staff
4
Fee model
Fee-only
How Keebeck Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL KEEBECK WEALTH MANAGEMENT
See how Keebeck compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Keebeck Wealth Management. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Keebeck Wealth Management? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Keebeck Wealth Management
How much does Keebeck Wealth Management manage?
Per its most recent SEC Form ADV filing (03/30/2026), Keebeck Wealth Management reports $2.0B in regulatory assets under management across roughly 736 client accounts.
How does Keebeck Wealth Management charge?
Keebeck Wealth Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Keebeck Wealth Management a fiduciary?
Yes. Keebeck Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #297496), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Keebeck Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Keebeck Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Chicago, IL
Profile compiled from Keebeck Wealth Management's public SEC Form ADV filing (CRD #297496, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Keebeck Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Keebeck Wealth Management? Claim this profile.