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SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298 · SEC 801-124799
3143 STATE ROAD, SUITE 101, LA CROSSE, WI, 54601, United States
Phone
608-784-9100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$236.4M
Discretionary AUM
$236.4M
Team
7 total employees; 5 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 438 | $85.8M |
| High net worth individuals | 184 | $142.7M |
| Pension/profit sharing plans | 2 | $59K |
| Charitable organizations | 2 | $3.8M |
| Corporations/business entities | 2 | $4.1M |
States served
IL, IN, IA, MN, WI, FL
All web addresses on file
- https://www.linkedin.com/in/tom-greylak-awma%C2%AE-b144aa94
- https://www.facebook.com/Schamberger.Greylak/
- https://nextportage.com/
- https://www.facebook.com/profile.php?id=61566216124269
- https://g.co/kgs/7spQBSf
- https://www.linkedin.com/in/larry-schamberger-8b7a0558
- http://www.s-gwealth.com
- https://www.greylakwealth.com
Official SEC filing: View on IAPD