Kerberrose Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shawano, WI. Its latest Form ADV filing, dated March 2, 2026, reports $1.2B in regulatory assets under management, 13 employees, 6 offices, and 3,345 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
1,414
2
Pension Plans
9.2%
164
3
HNWI
7.8%
140
4
Government
1.6%
28
5
Corporations
1.3%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 2, 2026
Discretionary73.3%
$847M
73% of total RAUM73.3%
Non-discretionary26.7%
$309M
27% of total RAUM26.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts3,345
10Y AUM Change+$1.0B (+754.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee137:1
10Y Employee Change+6 (+85.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.