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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | PRESIDENT | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| POWERS, ANTHONY, J | I | ELECTED MANAGER | NA | Control |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| SADZEWICZ, GERY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
| KERBERROSE HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
| KERBERROSE SC | DE | KERBERROSE HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Jul 17, 2025 REGISTERED
Notice Filings (9)
AZ FL IL KY LA MI MN TX WI
Address
115 E. 5TH STREETSHAWANO, WI 54166
United States
Phone: 715.526.9400