SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
Latest filing: Feb 28, 2025 (86 days ago)
AUM
$272,436,836
18% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
7
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
LA CROSSE, WI
3143 STATE ROAD, LA CROSSE, WI, UNITED STATES, 54601
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 784 | $0.2 |
| Average Individual AUM | $251,815 | |
| HNW | 34 | $0.1 |
| Average HNW AUM | $1,924,387 | |
| Retail Total | 818 | $0.3 |
| Average Retail AUM | $321,335 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| LPL FINANCIAL LLC | FORT MILL-SC-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 99% | $0.3 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| THOMAS GREYLAK | LA CROSSE | WI | S66|2014-05-22 | ||||||
| HUDSON SCHAMBERGER | LA CROSSE | WI | S66|2022-04-12 | ||||||
| LAWRENCE SCHAMBERGER | LA CROSSE | WI | S66|2001-02-26 | ||||||
| TRISTEN UTTERBACK | LA CROSSE | WI | S66|2023-12-11 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 18% | 7 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.1 | 31% | 7 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| WI, IL-01/22/2024, MN-05/02/2022, WI-05/02/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV