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KERBERROSE WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,155,164,256
Discretionary
$846,618,753
Non-discretionary
$308,545,503

Firm details

CRD number
168787
SEC file number
801-119492
Main office
SHAWANO, WI, United States
Employees
13
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of October 2026.