| Name | Title | Ownership | Since |
|---|---|---|---|
| David Kent Utterback Control | Member | 25-50% | 2022 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2022 |
| Lawrence Edward Schamberger Control | Member | 25-50% | 2022 |
Schamberger, Greylak & Utterback Wealth Management, LLC reports $272.4 million in regulatory assets under management on its Form ADV.
Schamberger, Greylak & Utterback Wealth Management, LLC reports 7 employees.
Schamberger, Greylak & Utterback Wealth Management, LLC is based in La Crosse, WI and has been SEC-registered since 2022.
Schamberger, Greylak & Utterback Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3143 State Road, Suite 101, La Crosse, WI 54601 |
| Phone | 608-784-9100 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $272.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $272.4M |