KERBERROSE WEALTH MANAGEMENT, LLC
CRD #168787 SEC #801-119492 SHAWANO, WI 715.526.9400
SEC Registered
Total AUM
$909.8M
Discretionary
$680.9M
Employees
12
Clients
101
Accounts
2,911
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $909.8M | $680.9M | $228.9M | 12 | 0 |
| Jul 2025 | $909.8M | $680.9M | $228.9M | 12 | 0 |
| Jul 2025 | $909.8M | $680.9M | $228.9M | 12 | 0 |
| Feb 2025 | $909.8M | $680.9M | $228.9M | 12 | 0 |
| Feb 2025 | $752.3M | $549.7M | $202.6M | 12 | 0 |
| Nov 2024 | $752.3M | $549.7M | $202.6M | 12 | 0 |
| Oct 2024 | $752.3M | $549.7M | $202.6M | 12 | 0 |
| Mar 2024 | $752.3M | $549.7M | $202.6M | 12 | 0 |
| Dec 2023 | $592.8M | $436.5M | $156.3M | 9 | 0 |
| Oct 2023 | $592.8M | $436.5M | $156.3M | 9 | 0 |
| Apr 2023 | $592.8M | $436.5M | $156.3M | 9 | 0 |
| Mar 2023 | $592.8M | $436.5M | $156.3M | 9 | 0 |
| Mar 2023 | $592.8M | $436.5M | $156.3M | 9 | 0 |
| Feb 2023 | $592.8M | $436.5M | $156.3M | 9 | 0 |
| Jan 2023 | $595.5M | $409.5M | $186M | 8 | 4 |
| Jan 2023 | $595.5M | $409.5M | $186M | 8 | 4 |
| Oct 2022 | $595.5M | $409.5M | $186M | 8 | 4 |
| Aug 2022 | $595.5M | $409.5M | $186M | 8 | 4 |
| Jul 2022 | $595.5M | $409.5M | $186M | 8 | 4 |
| Mar 2022 | $595.5M | $409.5M | $186M | 8 | 4 |
| Jun 2021 | $385.7M | $242.7M | $143M | 7 | 2 |
| Feb 2021 | $385.7M | $242.7M | $143M | 7 | 2 |
| Nov 2020 | $135.2M | $132.4M | $2.8M | 7 | 2 |
| Oct 2020 | $135.2M | $132.4M | $2.8M | 7 | 2 |
| Aug 2020 | $135.2M | $132.4M | $2.8M | 7 | 2 |
DateJul 2025
Total AUM$909.8M
Discretionary$680.9M
Non-Disc.$228.9M
Employees12
Clients0
DateJul 2025
Total AUM$909.8M
Discretionary$680.9M
Non-Disc.$228.9M
Employees12
Clients0
DateJul 2025
Total AUM$909.8M
Discretionary$680.9M
Non-Disc.$228.9M
Employees12
Clients0
DateFeb 2025
Total AUM$909.8M
Discretionary$680.9M
Non-Disc.$228.9M
Employees12
Clients0
DateFeb 2025
Total AUM$752.3M
Discretionary$549.7M
Non-Disc.$202.6M
Employees12
Clients0
DateNov 2024
Total AUM$752.3M
Discretionary$549.7M
Non-Disc.$202.6M
Employees12
Clients0
DateOct 2024
Total AUM$752.3M
Discretionary$549.7M
Non-Disc.$202.6M
Employees12
Clients0
DateMar 2024
Total AUM$752.3M
Discretionary$549.7M
Non-Disc.$202.6M
Employees12
Clients0
DateDec 2023
Total AUM$592.8M
Discretionary$436.5M
Non-Disc.$156.3M
Employees9
Clients0
DateOct 2023
Total AUM$592.8M
Discretionary$436.5M
Non-Disc.$156.3M
Employees9
Clients0
DateApr 2023
Total AUM$592.8M
Discretionary$436.5M
Non-Disc.$156.3M
Employees9
Clients0
DateMar 2023
Total AUM$592.8M
Discretionary$436.5M
Non-Disc.$156.3M
Employees9
Clients0
DateMar 2023
Total AUM$592.8M
Discretionary$436.5M
Non-Disc.$156.3M
Employees9
Clients0
DateFeb 2023
Total AUM$592.8M
Discretionary$436.5M
Non-Disc.$156.3M
Employees9
Clients0
DateJan 2023
Total AUM$595.5M
Discretionary$409.5M
Non-Disc.$186M
Employees8
Clients4
DateJan 2023
Total AUM$595.5M
Discretionary$409.5M
Non-Disc.$186M
Employees8
Clients4
DateOct 2022
Total AUM$595.5M
Discretionary$409.5M
Non-Disc.$186M
Employees8
Clients4
DateAug 2022
Total AUM$595.5M
Discretionary$409.5M
Non-Disc.$186M
Employees8
Clients4
DateJul 2022
Total AUM$595.5M
Discretionary$409.5M
Non-Disc.$186M
Employees8
Clients4
DateMar 2022
Total AUM$595.5M
Discretionary$409.5M
Non-Disc.$186M
Employees8
Clients4
DateJun 2021
Total AUM$385.7M
Discretionary$242.7M
Non-Disc.$143M
Employees7
Clients2
DateFeb 2021
Total AUM$385.7M
Discretionary$242.7M
Non-Disc.$143M
Employees7
Clients2
DateNov 2020
Total AUM$135.2M
Discretionary$132.4M
Non-Disc.$2.8M
Employees7
Clients2
DateOct 2020
Total AUM$135.2M
Discretionary$132.4M
Non-Disc.$2.8M
Employees7
Clients2
DateAug 2020
Total AUM$135.2M
Discretionary$132.4M
Non-Disc.$2.8M
Employees7
Clients2