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SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

LA CROSSE, WI · CRD 319298 · IAPD ↗ · 608-784-9100

$236.4MRegulatory AUM
5Advisory reps
7Employees
8Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2026 — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC now reports custody of client assets ($71.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2026 — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
February 2026 — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC notice-filed in FL, IA, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
October 2024 — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2024 — SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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