# KERBERROSE WEALTH MANAGEMENT, LLC

KERBERROSE WEALTH MANAGEMENT, LLC of SHAWANO, WI is an SEC-registered investment adviser.

## Registration

- CRD: 168787
- Type: SEC-registered investment adviser
- SEC file number: 801-119492
- Location: 115 E. 5TH STREET, SHAWANO, WI, 54166
- Phone: 715.526.9400
- Latest filing: 2026-03-02
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Anthony J Powers | ELECTED MANAGER | — |
| POWERS MARK J | ELECTED MANAGER; PRESIDENT | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| GREEN BAY | WI | 3 | 920-434-7310 |
| APPLETON | WI | 3 | 920-993-0105 |
| GREEN BAY | WI | 3 | 920-434-7310 |
| APPLETON | WI | 3 | 920-993-0105 |
| MARQUETTE | MI | 2 | 906-315-0991 |
| MARQUETTE | MI | 2 | 906-315-0991 |
| — | — | 1 | 715-526-9400 |
| MARINETTE | WI | 1 | 715-330-4180 |
| — | — | 1 | 715-526-9400 |
| PLOVER | WI | 1 | 715-341-3232 |
| MARINETTE | WI | 1 | 715-330-4180 |
| PLOVER | WI | 1 | 715-341-3232 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168787/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168787/similar
- Related entities: https://search.stillhousedata.com/firm/168787/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168787

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.