Schamberger, Greylak & Utterback Wealth Management, LLC
Schamberger, Greylak & Utterback Wealth Management, LLC is an SEC-registered mass-market adviser in La Crosse, WI with $236.4M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Schamberger, Greylak & Utterback Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319298, SEC 801-124799, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $236.4M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- La Crosse, WI
- Employees
- 7
- Clients
- 628
- CRD
- 319298
- Ownership
- UTTERBACK, DAVID, KENT; GREYLAK, THOMAS, ANDREW; SCHAMBERGER, LAWRENCE, EDWARD; SADZEWICZ, GERY, JOSEPH
How much AUM does Schamberger, Greylak & Utterback Wealth Management, LLC have?
Schamberger, Greylak & Utterback Wealth Management, LLC reported $236.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Schamberger, Greylak & Utterback Wealth Management, LLC?
Disclosed owners and executives of Schamberger, Greylak & Utterback Wealth Management, LLC include UTTERBACK, DAVID, KENT, GREYLAK, THOMAS, ANDREW, SCHAMBERGER, LAWRENCE, EDWARD, SADZEWICZ, GERY, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.