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KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787File 801-119492
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$846.6M
Non-discretionary $308.5M
Clients
1,785
3,345 accounts
Employees
13
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 26, 2020
- Principal office
- 115 E. 5TH STREET, SHAWANO, WI, 54166
- Phone
- 715.526.9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $846.6M
- Non-discretionary AUM
- $308.5M
- Discretionary accounts
- 2,723
- Non-discretionary accounts
- 622
- Total accounts
- 3,345
- AUM per client
- $647K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $21.9M |
| Charitable organizations | 16 | $5.3M |
| High net worth individuals | 140 | $377.2M |
| Pension and profit sharing plans | 164 | $490.0M |
| State or municipal government entities | 28 | $44.2M |
| Individuals (other than high net worth individuals) | 1,414 | $216.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.