KEEBECK WEALTH MANAGEMENT

Overview

Keebeck Wealth Management is an independent, owner-operated RIA organized as an LLC and registered with the SEC since 2018. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its core advisory work centers on discretionary portfolio management for individuals and small businesses. Keebeck does not describe itself as an active ESG investor, and its regulatory filings do not indicate multi-state adviser status or pension consulting services. The firm’s profile shows a hybrid approach that blends traditional public-market exposure with allocations to third‑party alternative managers. That positioning suggests a primary emphasis on diversified, managed portfolios rather than proprietary product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives