KERBERROSE WEALTH MANAGEMENT, LLC
Shawano, United States · CRD 168787
SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.2bn
- Main clients (by assets)Pension plans 42%, High net worth individuals 33%, Individuals 19%
- Form ADV · 2026-09-09SEC adviser record
- Kindinstitutions
- Others nearbyShawano, WI, Appleton, WI, Marquette, MI, Green Bay, WI, Wausau, WI, Rhinelander, WI
As an employer
- Staff (Form ADV)13 · 13 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Shawano, WI (main office)United States | about 2 |
| Appleton, WIUnited States | 3 |
| Marquette, MIUnited States | 3 |
| Green Bay, WIUnited States | 2 |
| Plover, WIUnited States | 1 |
| Rhinelander, WIUnited States | 1 |
| Wausau, WIUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.