# Kerberrose Wealth Management, LLC

> Kerberrose Wealth Management, LLC is an SEC-registered investment advisory firm in Shawano, WI, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 168787
- Filed as: KERBERROSE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shawano, WI
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168787
- AdvisorCensus page: https://advisorcensus.com/firm/kerberrose-wealth-management-llc-shawano-wi-168787

## Quick answers

**How is Kerberrose Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kerberrose Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kerberrose Wealth Management, LLC located?**
Kerberrose Wealth Management, LLC's principal office is in Shawano, WI, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Kerberrose Wealth Management, LLC registered with the SEC or a state?**
Kerberrose Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 168787.

**How much does Kerberrose Wealth Management, LLC manage?**
Kerberrose Wealth Management, LLC reports $1,155,164,256 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (73% discretionary).

**How have Kerberrose Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kerberrose Wealth Management, LLC: Regulatory assets under management: $385,693,728 in the October 2021 data and $1,155,164,256 in the October 2026 data, up 200%. Total employees: 7 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kerberrose Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,414); pension and profit sharing plans (but not the plan participants or government pension plans) (164); high net worth individuals (140).

**Which custodians does Kerberrose Wealth Management, LLC use?**
Kerberrose Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Funds & Trusts Incorporated, Empower Financial, Fidelity Brokerage Services LLC, John Hancock, Lincoln Financial Group, Oneamerica, Schwab, T.ROWE Price, The Standard, TIAA-CREF, Trustage Investment and Voya Financial Partners, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Kerberrose Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168787

**What changed in Kerberrose Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Rhinelander, WI. Added an office in Wausau, WI. No longer lists an office in Marinette, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- American Funds & Trusts Incorporated
- Empower Financial
- Fidelity Brokerage Services LLC
- John Hancock
- Lincoln Financial Group
- Oneamerica
- Schwab
- T.ROWE Price
- The Standard
- TIAA-CREF
- Trustage Investment
- Voya Financial Partners, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,155,164,256
- Discretionary: $846,618,753
- Non-discretionary: $308,545,503

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,414 | $216,418,984 |
| High net worth individuals | 140 | $377,226,491 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 164 | $490,026,240 |
| Charitable organizations | 16 | $5,345,515 |
| State or municipal government entities (including government pension plans) | 28 | $44,202,719 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 23 | $21,944,307 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, KY, LA, MI, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Appleton, WI
- Green Bay, WI
- Marquette, MI
- Plover, WI
- Rhinelander, WI
- Wausau, WI

### Websites listed on Form ADV (Item 1.I)
- kerberrose401k.com
- kerberrosewealth.com
- kerberrosex.com
- Facebook facebook.com
- Facebook @AlexandriaMiller
- Instagram @AlexandriaMiller
- LinkedIn linkedin.com
- LinkedIn @AlexanderStecker
- LinkedIn @AlexandriaMiller
- LinkedIn @Daniel Wotruba
- LinkedIn @ElleHietpas
- LinkedIn @EthanHausmann
- LinkedIn @JasonRichel
- LinkedIn @KonradZagzebski
- LinkedIn @MichaelRudolf
- LinkedIn @ScottCiullo
- LinkedIn @ScottSchewe
- LinkedIn @TonyPowers

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $385,693,728 | 7 | June 8, 2021 |
| October 2022 | $595,486,531 | 8 | August 5, 2022 |
| October 2023 | $592,829,561 | 9 | October 4, 2023 |
| October 2024 | $752,342,472 | 12 | March 19, 2024 |
| October 2025 | $909,761,204 | 12 | July 31, 2025 |
| October 2026 | $1,155,164,256 | 13 | September 9, 2026 |

Regulatory assets under management: $385,693,728 in the October 2021 data and $1,155,164,256 in the October 2026 data, up 200%.
Total employees: 7 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Rhinelander, WI.
- Added an office in Wausau, WI.
- No longer lists an office in Marinette, WI.

### April 2026
- Employees performing advisory functions went from 12 to 13.
- Regulatory assets under management went from $909,761,204 to $1,155,164,256 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kerberrose Wealth Management, LLC (CRD 168787): Form ADV filing data as of October 2026.