Keebeck Wealth Management, LLC
Keebeck Wealth Management, LLC is a Chicago-based independent investment adviser firm founded in 2019. The firm serves primarily high net worth individuals, with a small portion of assets managed for pension and profit sharing plans and charitable organizations. It operates with a boutique strategy, providing personalized portfolio management and advisory services. As of 2025, Keebeck Wealth Management employs approximately 7 individuals, predominantly investment professionals, and manages over 800 client accounts.
Investment Strategy
Keebeck Wealth Management employs a discretionary investment approach focused on tailored portfolio management for high net worth individuals. The firm utilizes diverse strategies, including core holdings in index ETFs (such as S&P 500 and sector-focused funds), direct equity positions in technology and large-cap stocks, and active portfolio rebalancing. Keebeck blends quantitative analysis with fundamental research, aiming for risk-adjusted growth and wealth preservation. They emphasize diversification, strategic allocation, and adapting to market conditions, maintaining a relatively high turnover and regularly adjusting positions to capture opportunities and manage risk.
Top Holdings
Equity Positions (332)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.73% | $51.4M | 82,796 | $432.10 | $620.90 | -$7.7M |
V VGT | VANGUARD WORLD FD | 3.38% | $25.9M | 38,995 | $248.39 | $663.28 | +$4.6M |
Q QUAL | ISHARES TR | 2.82% | $21.5M | 117,722 | $139.22 | $182.82 | -$386.0K |
M MSFT | MICROSOFT CORP | 2.81% | $21.5M | 43,151 | $230.72 | $497.41 | +$5.7M |
G GBIL | GOLDMAN SACHS ETF TR | 2.59% | $19.8M | 197,865 | $100.12 | $100.15 | +$2.5M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
O OIH | VANECK ETF TRUST | Bought | Put | $1.2M | 50 | $230.29 | $246.21 | +25 | +$496.1K |
U USO | UNITED STS OIL FD LP | — | Put | $365.6K | 50 | $73.11 | $77.33 | 0 | -$21.1K |
S SNAP | SNAP INC | New | Call | $86.9K | 100 | $8.69 | $8.69 | +100 | +$86.9K |