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| Kerberrose Wealth Management LLC
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|---|---|
| CRD # | 168787 |
| SEC # | 801-119492 |
| CIK # | 0001912523 |
| AUM | 1,155.2 M (2026-03-02) |
| Employees | 13 (100% Investors, 46% Brokers) |
| Phone | 715-526-9400 |
| Address | 115 E 5th Street Shawano, WI 54166 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.9 | ||
| Microsoft Corp | 2.5 | ||
| UnitedHealth Group Inc | 1.4 | ||
| Nicolet Bankshares Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,414 | 216.4 |
| (b) Individuals (high net worth individuals) | 140 | 377.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 164 | 490.0 |
| (h) Charitable organizations | 16 | 5.3 |
| (i) State or municipal government entities | 28 | 44.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 21.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,345 | 1,155.2 |
| By Discretionary | ||
| Discretionary | 2,723 | 846.6 |
| Non-Discretionary | 622 | 308.5 |
| Total | 3,345 | 1,155.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,154.8 | |
| Total | 3,345 | 1,155.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912523] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
NTV Asset Management LLC
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WV | 1,159.2 M |
|
Lake Street Private Wealth LLC
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IL | 1,158.7 M |
|
Frazier Financial Advisors LLC
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OH | 1,158.5 M |
|
APCM Wealth Management for Individuals LLC
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AK | 1,156.2 M |
|
Third View Private Wealth LLC
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|
CT | 1,155.0 M |
|
Arkos Global Advisors LLC
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|
TX | 1,154.9 M |
|
CVFG LLC
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|
IN | 1,154.4 M |
|
Longview Wealth Management Inc
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|
GA | 1,153.6 M |
|
Cooper/Haims Advisors LLC
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NY | 1,152.4 M |
|
Aubrey Capital Management Limited
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|
1,152.0 M |