# Schamberger, Greylak & Utterback Wealth Management, LLC

> Schamberger, Greylak & Utterback Wealth Management, LLC is an SEC-registered investment advisory firm in La Crosse, WI, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 319298
- Filed as: SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
- Also doing business as: NEXT PORTAGE FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Crosse, WI
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319298
- AdvisorCensus page: https://advisorcensus.com/firm/schamberger-greylak-and-utterback-wealth-management-llc-la-crosse-wi-319298

## Quick answers

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

**Where is Schamberger, Greylak & Utterback Wealth Management, LLC located?**
Schamberger, Greylak & Utterback Wealth Management, LLC's principal office is in La Crosse, WI, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Schamberger, Greylak & Utterback Wealth Management, LLC registered with the SEC or a state?**
Schamberger, Greylak & Utterback Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319298.

**How much does Schamberger, Greylak & Utterback Wealth Management, LLC manage?**
Schamberger, Greylak & Utterback Wealth Management, LLC reports $236,437,421 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have Schamberger, Greylak & Utterback Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Schamberger, Greylak & Utterback Wealth Management, LLC: Regulatory assets under management: $258,212,970 in the October 2022 data and $236,437,421 in the October 2026 data, down 8%. Total employees: 7 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Schamberger, Greylak & Utterback Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (438); high net worth individuals (184); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Schamberger, Greylak & Utterback Wealth Management, LLC use?**
Schamberger, Greylak & Utterback Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Schamberger, Greylak & Utterback 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/319298

**What changed in Schamberger, Greylak & Utterback Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $272,436,836 to $236,437,421 (-13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $236,437,421
- Discretionary: $236,437,421
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 438 | $85,824,327 |
| High net worth individuals | 184 | $142,666,210 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $58,635 |
| Charitable organizations | 2 | $3,800,238 |
| Corporations or other businesses not listed above | 2 | $4,088,011 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IA, IL, IN, MN, 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
- Trempealeau, WI
- Winona, MN

### Websites listed on Form ADV (Item 1.I)
- g.co/kgs/7spQBSf
- greylakwealth.com
- nextportage.com
- s-gwealth.com
- Facebook @Schamberger.Greylak
- Facebook facebook.com
- Instagram @nextportagefinancial.com
- LinkedIn @larry-schamberger-8b7a0558
- LinkedIn @tom-greylak-awma®-b144aa94

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $258,212,970 | 7 | September 6, 2022 |
| October 2023 | $207,450,546 | 7 | March 30, 2023 |
| October 2024 | $230,448,519 | 7 | September 11, 2024 |
| October 2025 | $272,436,836 | 7 | February 28, 2025 |
| October 2026 | $236,437,421 | 7 | September 8, 2026 |

Regulatory assets under management: $258,212,970 in the October 2022 data and $236,437,421 in the October 2026 data, down 8%.
Total employees: 7 in October 2022 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $272,436,836 to $236,437,421 (-13%).

### February 2026
- Registered or notice-filed in FL, IA, IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schamberger, Greylak & Utterback Wealth Management, LLC (CRD 319298): Form ADV filing data as of October 2026.