KERBERROSE WEALTH MANAGEMENT, LLC

KERBERROSE WEALTH MANAGEMENT, LLC of SHAWANO, WI is an SEC-registered investment adviser (CRD 168787). Regulatory assets under management: $1.2B.

Registration

• CRD: 168787
• SEC file number: 801-119492
• Type: Registered investment adviser
• Location: 115 E. 5TH STREET, SHAWANO, WI, 54166
• Phone: 715.526.9400
• Latest filing: 2026-09-09
• Regulatory AUM: $1.2B
• Discretionary AUM: $846.6M
• Non-discretionary AUM: $308.5M
• Clients: 13
• Accounts: 3,345

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168787 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search