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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Schamberger Greylak & Utterback Wealth Management LLC
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| CRD # | 319298 |
| SEC # | 801-124799 |
| CIK # | |
| AUM | $272.4 M (2025-02-28) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 608-784-9100 |
| Address | 3143 State Road La Crosse, WI 54601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 784 | 197.4 |
| (b) Individuals (high net worth individuals) | 34 | 65.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,178 | 272.4 |
| By Discretionary | ||
| Discretionary | 1,178 | 272.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,178 | 272.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.4 | |
| Total | 1,178 | 272.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Breen Wealth Management LLC
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|
CA | 0.3 |
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Madison Park Capital Advisors LLC
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|
WA | 0.3 |
|
Bay Rivers Group Inc
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|
VA | 0.3 |
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.3 |
|
Lwealth LLC
✚
|
TX | 0.3 |
|
Future Finances Inc
✚
|
OH | 0.3 |
|
GHE LLC
✚
|
TN | 0.3 |
|
Access Financial Group Inc
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|
IL | 0.3 |
|
TKG Advisors LLC
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|
IN | 0.3 |