SEC Form ADV

KERBERROSE WEALTH MANAGEMENT, LLC

Firm profile: KerberRose Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWI

$1.2B

Assets Under Management

Employees

Get LP Contact Details

Registration Details

Accession: crd-168787
Location: SHAWANO, WI
Filing Date: September 9, 2026
AUM: $1.2B
Institutional Clients: 208
Employees: 13
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

KERBERROSE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SHAWANO, WI, managing approximately $1.2B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings