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| Schamberger Greylak & Utterback Wealth Management LLC
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| |
|---|---|
| CRD # | 319298 |
| SEC # | 801-124799 |
| CIK # | |
| AUM | $230.4 MM (2024-07-02) |
| Employees | 7 (71% Investors, 57% Brokers) |
| Phone | 608-784-9100 |
| Address | 3143 State Road La Crosse, WI 54601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 652 | 176.8 |
| (b) Individuals (high net worth individuals) | 27 | 47.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 971 | 230.4 |
| By Discretionary | ||
| Discretionary | 971 | 230.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 971 | 230.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.4 | |
| Total | 971 | 230.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mezzasalma Advisors LLC
✚
|
NJ | 0.2 |
|
Sutton Place Investors LLC
✚
|
NY | 0.2 |
|
Capital Financial Consultants Group Inc
✚
|
CA | 0.2 |
|
Blue Investment Management LLC
✚
|
FL | 0.2 |
|
Physician Wealth Solutions Inc
✚
|
NV | 0.2 |
|
Secura Financial LLC
✚
|
CA | 0.2 |
|
Peak Financial Advisors LLC
✚
|
CO | 0.2 |
|
Valued Wealth Advisors LLC
✚
|
UT | 0.2 |
|
Kemp Financial Management LLC
✚
|
CA | 0.2 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.2 |