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KEEBECK WEALTH MANAGEMENT

CHICAGO, IL · CRD 297496 · IAPD ↗ · 312-825-1200

$2.03BRegulatory AUM
4Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
10States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — KEEBECK WEALTH MANAGEMENT reported RAUM up 25% ($1.62B -> $2.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — KEEBECK WEALTH MANAGEMENT LLC is now doing business as KEEBECK WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.