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 organized as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutional accounts. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. In addition to advisory work, the firm maintains broker-dealer and insurance broker activities and has registered representatives operating in that capacity. The firm charges a mix of fees — percentage of assets under management, hourly charges, and commissions — reflecting a hybrid business model that combines fee-based advisory services with transactional and insurance brokerage. The firm does not identify as an active ESG investor.