Schamberger, Greylak & Utterback Wealth Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$236M

Discretionary

$236M

100% of AUM

Avg account

$262K

Accounts

902

Employees

Advisory reps

Firm details

Headquarters: La Crosse, Wisconsin
CRD number: 319298
Registered since: May 2, 2022
Website: s-gwealth.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: HNWI60.34%
Individuals36.3%
Corporations / Businesses1.73%
Charitable Organizations1.61%
Pension & Profit Sharing Plans0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Schamberger, Greylak & Utterback Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm serves both individual & family clients and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its compensation model includes asset-based fees, hourly charges and commissionable products. The firm operates as a registered representative of a broker-dealer and as an insurance broker, which aligns with its use of annuities and other insurance-backed solutions. Schamberger, Greylak & Utterback does not position itself as a capital allocator and is not flagged as an active ESG investor. The adviser is owner-operated and is not listed as a multi-state adviser in its snapshot filing.