CRD: 168787
Kerberrose Wealth Management, LLC
$1.2B Total AUM
$846.6M Disc. AUM
22.0% 3Y CAGR
13 Employees
1,785 ADV. Clients
11 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · Empower · Fidelity/NFS · John Hancock · Tiaa · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2014
- Office Locations
- 8
Office Locations
115 E. 5TH Street Shawano WI
1429 Merrill AVE Wausau WI
202 S Front St. Suite 2A Marquette MI
About Kerberrose Wealth Management, LLC
KerberRose Wealth Management is a Wisconsin-based RIA providing comprehensive financial planning and portfolio management for retail and institutional clients. The firm builds diversified, risk-aligned portfolios across equities, fixed income, real estate, and alternatives, with ongoing review, rebalancing, and tax-efficient implementation. Public filings show an ETF-heavy allocation and support for retirement-plan needs.
Team overview
46 AVG AGE
$88.9M AVG AUM / ADVISOR
$647.2K AVG AUM / CLIENT
5 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Ember frontier Legacy vector Meridian Element vector
Custodian
Signal fusion Catalyst quantum Matrix Value
Investment Themes
Atlas element Timber Matrix Matrix optima Wave bridge
Investment Vehicles
Glacier alpha Eagle
Services
Vertex atlas Peak Radial Ridge vital Crest focus Vector North matrix Ember signal Delta oak Bridge fusion Zenith radial
Owner & Executives
ANTHONY J POWERS
President
- CRD
- #4828523
- Ownership
- Less than 5%
(839) 605-6698
zenith.catalyst@northcapital.com
in linkedin.com/in/optima-meridian
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
(845) 876-8142
element.radial@insightcapital.com
in linkedin.com/in/eagle-prime
Showing 2 of 2 owners & executives
Unlock allContacts
S
SHAWN PATRICK BRESNAHAN
--
- CRD
- #6278794
(530) 211-2610
legacy.quantum@vitalcapital.com
in linkedin.com/in/crest-ember
Scott Stuart Ciullo
Director of Retirement Plans
- CRD
- #1505596
(965) 805-6532
vital.insight@deltacapital.com
in linkedin.com/in/legacy-pioneer
M
Matrix momentum
Atlas eagle
- CRD
- #93759
(957) 873-2882
meridian.wave@alphacapital.com
in linkedin.com/in/radial-beacon
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $846,618,753 | $310,914 |
| Non-Discretionary | $308,545,503 | $496,054 |
| Total | $1,155,164,256 | $345,341 |
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Separately Managed Accounts
Total SMA Asset: $1,155,164,256
Equity - Exchange:
7.6% Public Funds:
13.1% U.S. Government/Agency:
3.4% Cash:
10.6% Other:
17.2% Private Funds:
15.2% Corporate - Investment Grade:
15.6% Other:
17.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $390,341,799 | 7.6% |
| Public Funds | $672,825,995 | 13.1% |
| U.S. Government/Agency | $174,626,594 | 3.4% |
| Cash | $544,424,088 | 10.6% |
| Other | $883,405,123 | 17.2% |
| Private Funds | $780,683,597 | 15.2% |
| Corporate - Investment Grade | $801,227,903 | 15.6% |
| Other | $888,541,200 | 17.3% |
| Total | $5,136,076,299 | 100.0% |
13F Holdings | Q2 2022
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL WAVE FUSION | PATHWAY SIGNAL | 9G7O02RKO | ZUGJ | 3.97% | $41,436,649 |
| VALUE HARBOR CATALYST | MOMENTUM WAVE | PPCPU9C31 | BZKJW | 6.24% | $7,025,376 |
| INSIGHT VITAL | FOUNDATION FOCUS | MGZRYA0NX | IQSQQ | 3.15% | $37,364,525 |
| VECTOR RIDGE | MATRIX PATHWAY | FMHTXQ4J8 | UKMI | 1.23% | $13,668,011 |
| BEACON PATHWAY | OPTIMA QUANTUM | N48YVEO6X | RVX | 3.87% | $29,010,312 |
| WAVE PRIME | HARBOR VECTOR | B8YVW57SM | LUBE | 3.89% | $81,500,118 |
| CREST BEACON | SIGNAL MATRIX | 345677WFH | TTFBQ | 1.37% | $17,547,852 |
| CREST SIGNAL | VITAL RADIAL | H6NKNH98B | USPXV | 4.13% | $90,344,330 |