SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

3143 State Road
Suite 101
La Crosse, Wisconsin 54601
Tel: 608-784-9100

About SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC, formally registered with the SEC as SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC. The firm was established in 05/02/2022. They have over 4 offices throughout the country.

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC is a La Crosse, Wisconsin based Financial Planning firm with nearly $272,436,836 assets under management, offering retirement planning & investment advisory services to 1178 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319298
SEC#	801-124799
Assets Managed by Firm	$272,436,836
No. of Clients	1178
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1178	$272,436,836
Individuals (other than high net worth individuals)	784	$197,423,078
High net worth individuals	34	$65,429,147
Charitable organizations	4	$9,584,611

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