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KERBERROSE WEALTH MANAGEMENT, LLC

SHAWANO, WI · CRD 168787 · IAPD ↗ · 715.526.9400

$1.16BRegulatory AUM
13Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — KERBERROSE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($909.8M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
August 2025 — KERBERROSE WEALTH MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
March 2025 — KERBERROSE WEALTH MANAGEMENT, LLC notice-filed in IL, KY, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — KERBERROSE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — KERBERROSE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — KERBERROSE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($592.8M -> $752.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — KERBERROSE WEALTH MANAGEMENT, LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.