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KERBERROSE WEALTH MANAGEMENT, LLC
SHAWANO, WI
715.526.9400
SEC #801-119492Total AUM
$1.2B
Employees
13Clients
1,785Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
115 E. 5TH STREET
SHAWANO
WI 54166
United States
SHAWANO
WI 54166
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
715.526.9400
Other Offices
6
Financials
Total AUM
$1.2B
Accounts
3,345Discretionary
$846.6M
Accounts
2,723Non-Discretionary
$308.5M
Accounts
622
Clients
Individual Clients
1,414AUM
$216.4M
HNW Individual Clients
140AUM
$377.2M
Pension/Profit Sharing Plan Clients
164AUM
$490M
Charitable Organization Clients
16AUM
$5.3M
Government Entity Clients
28AUM
$44.2M
Corporation or Business Clients
23AUM
$21.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.