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| Keyboard |
| Schamberger Greylak & Utterback Wealth Management LLC
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|---|---|
| CRD # | 319298 |
| SEC # | 801-124799 |
| CIK # | |
| AUM | 236.4 M (2026-03-12) |
| 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) | 438 | 85.8 |
| (b) Individuals (high net worth individuals) | 184 | 142.7 |
| (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 | 2 | 0.1 |
| (h) Charitable organizations | 2 | 3.8 |
| (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 | 2 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 902 | 236.4 |
| By Discretionary | ||
| Discretionary | 902 | 236.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 902 | 236.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.4 | |
| Total | 902 | 236.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 8 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cambridge Wealth Advisors LLC
✚
|
237.0 M | |
|
Clarity Wealth Management LLC
✚
|
AZ | 236.8 M |
|
Axiom Investment Management LLC
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NY | 236.8 M |
|
Your Private Client Group Inc
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236.7 M | |
|
Spectrum Financial Inc
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|
VA | 236.5 M |
|
Castle Wealth Planning LLC
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|
CA | 236.4 M |
|
Lanier Financial Group LLC
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|
GA | 236.2 M |
|
Millares Asset Management LLC
✚
|
FL | 236.2 M |
|
Ipsen Advisor Group LLC
✚
|
AR | 236.1 M |
|
Heritage Financial Counselors LLC
✚
|
NJ | 235.9 M |