SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD #319298 SEC #801-124799 LA CROSSE, WI 608-784-9100
SEC Registered
Total AUM
$272.4M
Discretionary
$272.4M
Employees
7
Clients
10
Accounts
1,178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $272.4M | $272.4M | $0 | 7 | 9 |
| Oct 2024 | $230.4M | $230.4M | $0 | 7 | 0 |
| Sep 2024 | $230.4M | $230.4M | $0 | 7 | 0 |
| Sep 2024 | $230.4M | $230.4M | $0 | 7 | 0 |
| Sep 2024 | $230.4M | $230.4M | $0 | 7 | 0 |
| Jul 2024 | $230.4M | $230.4M | $0 | 7 | 0 |
| Jun 2024 | $230.4M | $230.4M | $0 | 7 | 0 |
| Mar 2024 | $230.4M | $230.4M | $0 | 7 | 0 |
| Jan 2024 | $207.5M | $207.5M | $0 | 7 | 0 |
| Dec 2023 | $207.5M | $207.5M | $0 | 7 | 0 |
| Mar 2023 | $207.5M | $207.5M | $0 | 7 | 0 |
| Mar 2023 | $207.5M | $207.5M | $0 | 7 | 0 |
| Nov 2022 | $258.2M | $258.2M | $0 | 7 | 0 |
| Sep 2022 | $258.2M | $258.2M | $0 | 7 | 0 |
| Sep 2022 | $258.2M | $258.2M | $0 | 7 | 0 |
| Mar 2022 | $0 | $0 | $0 | 7 | 0 |
DateFeb 2025
Total AUM$272.4M
Discretionary$272.4M
Non-Disc.$0
Employees7
Clients9
DateOct 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$258.2M
Discretionary$258.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0