Firm profile

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

LA CROSSE, WICRD 319298Latest ADV March 12, 2026

Schamberger, Greylak & Utterback Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Crosse, WI. Its latest Form ADV filing, dated March 12, 2026, reports $236M in regulatory assets under management, 7 employees, 3 offices, and 902 accounts.

Assets Under Management
$236M
Employees
7
Offices
3 offices
Total Clients
628
Primary office
LA CROSSE, WI
3143 STATE ROAD, SUITE 101, LA CROSSE, WI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGery J. Sadzewicz

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
438
2
HNWI
29.3%
184
3
Pension Plans
0.3%
2
4
Charitable
0.3%
2
5
Corporations
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$236Mas of March 12, 2026
Discretionary100.0%
$236M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$236M
Total Accounts902
10Y AUM Change+$236M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee90:1
10Y Employee Change0 (0.0%)

* 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.