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Kerberrose Wealth Management, LLC

● SEC registered since 2020CRD 168787SEC# 801-119492Shawano, WI
Export (members)
Reg. AUM
$909.8M
Employees
12
Accounts
2,911
Location
Shawano, WI

Kerberrose Wealth Management, LLC assets under management

Kerberrose Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Shawano, WI. The firm has been registered since 2020. It reports $909.8 million in regulatory assets under management and employs 12 people.
linkedin.com/alexandersteckerView on SEC.gov ↗

Kerberrose Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Anthony J Powers ControlElected ManagerUnder 5%2016
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2014
Kerberrose Holdings, LLC ControlOwnerOver 75%2013
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Frequently asked questions

How much does Kerberrose Wealth Management, LLC manage?

Kerberrose Wealth Management, LLC reports $909.8 million in regulatory assets under management on its Form ADV.

How many employees does Kerberrose Wealth Management, LLC have?

Kerberrose Wealth Management, LLC reports 12 employees.

Where is Kerberrose Wealth Management, LLC located?

Kerberrose Wealth Management, LLC is based in Shawano, WI and has been SEC-registered since 2020.

Does Kerberrose Wealth Management, LLC disclose fund performance?

Kerberrose Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address115 E. 5th Street, Shawano, WI 54166
Phone715.526.9400
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$680.9M
Non-discretionary$228.9M
Total (RAUM)$909.8M