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KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787 · SEC 801-119492
115 E. 5TH STREET, SHAWANO, WI, 54166, United States
Phone
715.526.9400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.16B
Discretionary AUM
$846.6M
Team
13 total employees; 13 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1414 | $216.4M |
| High net worth individuals | 140 | $377.2M |
| Pension/profit sharing plans | 164 | $490.0M |
| Charitable organizations | 16 | $5.3M |
| State/municipal entities | 28 | $44.2M |
| Corporations/business entities | 23 | $21.9M |
States served
IL, KY, LA, MI, MN, WI, TX, FL
All web addresses on file
- http://linkedin.com/AlexanderStecker
- http://linkedin.com/ScottCiullo
- http://linkedin.com/ScottSchewe
- http://linkedin.com/EthanHausmann
- HTTP://WWW.KerberroseX.COM
- http://linkedin.com/Daniel Wotruba
- HTTP://WWW.KERBERROSE401K.COM
- HTTP://WWW.KERBERROSEWEALTH.COM
- http://linkedin.com/TonyPowers
- http://linkedin.com/MichaelRudolf
- HTTP://WWW.LINKEDIN.COM
- HTTP://WWW.FACEBOOK.COM
- http://Linkedin.com/ElleHietpas
- http://linkedin.com/KonradZagzebski
- http://linkedin.com/JasonRichel
- http://Facebook.com/AlexandriaMiller
- http://Instagram.com/AlexandriaMiller
- http://Linkedin.com/AlexandriaMiller
Official SEC filing: View on IAPD