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Managing Member, Founder & Chief Executive Officer · Keebeck Wealth Management

Bruce K. Lee

CRD 1464745 · Named on Form ADV at one SEC-registered adviser

At a glance

Keebeck Wealth Management, an SEC-registered wealth manager based in Chicago, IL with $2.0 billion in regulatory assets, lists Bruce K. Lee on its Form ADV as Managing Member, Founder & Chief Executive Officer, a control person.

Firms and roles

  • Keebeck Wealth ManagementManaging Member, Founder & Chief Executive OfficerWealth manager · Chicago, IL · $2.0B in regulatory assets

AtlasMembers

Bruce’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.