Overview
Assets Under Management: $236 million
Headquarters: LA CROSSE, WI
High-Net-Worth Clients: 184
Average Client Assets: $0.8 million
Frequently Asked Questions
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319298), SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC is headquartered in LA CROSSE, WI.
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC serves 184 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC manages $236 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.34%
Average Client Assets: $0.8 million
Total Client Accounts: 902
Discretionary Accounts: 902
Regulatory Filings
CRD Number: 319298
Filing ID: 2069779
Last Filing Date: 2026-03-12 12:39:28