Investment adviser · CRD 168787
KERBERROSE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
SHAWANO, WI, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $1.16B Form ADV · Item 5.F
- Client accounts
- 3,345 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 164 | $490,026,240 | 42.4% |
| High-net-worth individuals | 140 | $377,226,491 | 32.7% |
| Individuals | 1,414 | $216,418,984 | 18.7% |
| Government entities | 28 | $44,202,719 | 3.8% |
| Corporations & businesses | 23 | $21,944,307 | 1.9% |
| Charities | 16 | $5,345,515 | 0.5% |
Filing source
Form ADV 2131571 · Sep 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
115 E. 5TH STREETSHAWANO, WI, 54166, United States
CRD 168787
Filing source
Form ADV 2131571 · Sep 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.