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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kerberrose Wealth Management LLC
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|---|---|
| CRD # | 168787 |
| SEC # | 801-119492 |
| CIK # | 0001912523 |
| AUM | $909.8 M (2025-07-31) |
| Employees | 12 (100% Investors, 42% Brokers) |
| Phone | 715-526-9400 |
| Address | 115 E 5th Street Shawano, WI 54166 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,228 | 184.6 |
| (b) Individuals (high net worth individuals) | 110 | 311.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 152 | 352.9 |
| (h) Charitable organizations | 15 | 4.7 |
| (i) State or municipal government entities | 20 | 37.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 19.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,911 | 909.8 |
| By Discretionary | ||
| Discretionary | 2,393 | 680.9 |
| Non-Discretionary | 518 | 228.9 |
| Total | 2,911 | 909.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 909.5 | |
| Total | 2,911 | 909.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912523] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adams Asset Advisors LLC
✚
|
TX | 0.9 |
|
Violich Capital Management
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CA | 0.9 |
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Kohmann Bosshard Financial Services LLC
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OH | 0.9 |
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Peak Asset Management LLC
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CO | 0.9 |
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Sollinda Capital Management LLC
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FL | 0.9 |
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Fifth Avenue Family Office LLC
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FL | 0.9 |
|
Capital Advisors Wealth Management LLC
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WA | 0.9 |
|
Bearing Point Capital LLC
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|
MN | 0.9 |
|
COFG Advisors LLC
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|
IL | 0.9 |
|
Foresight Global Investors Inc
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|
NY | 0.9 |