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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

KERBERROSE WEALTH MANAGEMENT, LLC

CRD 168787

SHAWANO, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f86acaaa-723c-f6d4-9720-d9bb9e8876a2

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 7
On other graphs: 0
Observed: Aug 19, 2020 to Sep 9, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.51 fund_share=0.0 institutional_share=0.47 related_bd=false related_bank=false bd_reps=6.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-09-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $847M
Private client RAUM: $594MderivedItem 5.D individuals plus high net worth individuals
Private client share: 51%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $72.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 3,345
Individual clients: 1,414
High net worth clients: 140
Custody, client assets: $158M
SEC number: 801-119492
CRD: 168787
Filings on the tape: 25
First filed: Aug 19, 2020
Latest filed: Sep 9, 2026
Organised: Limited Liability Company, WI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY J POWERS	Certified Financial Planner	SHAWANO, WI	10	22	1	yes
Scott Stuart Ciullo	n/a	MARQUETTE, MI \| SHAWANO, WI	5	39	3	no
Ethan Gabriel Hausmann	n/a	SHAWANO, WI \| MARQUETTE, MI	5	15	n/a	no
JULIE ANN LEFEVRE	n/a	GREEN BAY, WI \| SHAWANO, WI	5	32	3	yes
Alexandria Marie Miller	n/a	SHAWANO, WI \| MARQUETTE, MI	3	13	n/a	no
Connor Rosin	n/a	SHAWANO, WI	1	12	1	yes
SHAWN PATRICK BRESNAHAN	n/a	WAUSAU, WI \| SHAWANO, WI	0	12	1	no
Daniel J Wotruba	n/a	Green Bay, WI \| SHAWANO, WI	0	33	1	no
Michael Pruett Rudolf	n/a	APPLETON, WI \| SHAWANO, WI	0	25	3	yes
Jason Allen Richel	n/a	SHAWANO, WI \| APPLETON, WI	0	10	n/a	no
Scott R Schewe	Certified Financial Planner	SHAWANO, WI	0	20	1	no
ALEXANDER MICHAEL STECKER	n/a	PLOVER, WI	0	18	3	yes
Taj Johnathan Boelter	n/a	SEYMOUR, WI \| SHAWANO, WI	0	11	n/a	no
Gavin MITCHELL Ostermann	n/a	SHAWANO, WI \| RHINELANDER, WI	0	10	n/a	no
Karley Marie Wardlow	Certified Financial Planner\|Chartered Financial Consultant	SHAWANO, WI \| Green Bay, WI	0	12	1	no
JUSTIN TAYLOR DAMON	n/a	SHAWANO, WI \| APPLETON, WI	0	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KERBERROSE HOLDINGS, LLC	Owner	E	yes	08/2013	Sep 9, 2026	Sep 9, 2026
POWERS, ANTHONY, J	ELECTED MANAGER	Na	yes	01/2016	Sep 9, 2026	Sep 9, 2026
KERBERROSE SC	Owner	E	yes	08/2013	Aug 19, 2020	Nov 13, 2024
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	07/2014	Sep 9, 2026	Sep 9, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KERBERROSE SC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Marquette	Mi	United States	5	yes
Appleton	Wi	United States	1	no
GREEN BAY	Wi	United States	1	no
Marinette	Wi	United States	1	no
Plover	Wi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$1.2B	$847M	13	13	6	n/a	n/a
2024	Feb 25, 2025	$910M	$681M	12	12	5	n/a	n/a
2023	Mar 19, 2024	$752M	$550M	12	12	5	n/a	n/a
2022	Feb 13, 2023	$593M	$437M	9	9	4	n/a	n/a
2021	Mar 11, 2022	$595M	$409M	8	8	4	n/a	n/a
2020	Feb 27, 2021	$386M	$243M	7	6	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
6	1	5	6.3%	1	0	0	9	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$910M	27.0%	$593M	24.9%	13	12	6	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COPPER HARBOR INVESTMENT ADVISORS, LLC	2	Dec 20, 2018	Jan 16, 2019	APPLETON, WI	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (25)

← JUSTIN TAYLOR DAMONAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← Karley Marie WardlowAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← Gavin MITCHELL OstermannAdvisorregistration: current employment
Jun 17, 2026 to presentfactForm ADV
← Taj Johnathan BoelterAdvisorregistration: current employment
Jun 12, 2026 to presentfactForm ADV
← ALEXANDER MICHAEL STECKERAdvisorregistration: previous registration
Oct 4, 2023 to Dec 31, 2025factForm ADV
← Scott R ScheweAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Jason Allen RichelAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← Michael Pruett RudolfAdvisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV
← Daniel J WotrubaAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← SHAWN PATRICK BRESNAHANAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Connor RosinAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Alexandria Marie MillerAdvisorregistration: current employment
Aug 29, 2023 to presentfactForm ADV
← JULIE ANN LEFEVREAdvisorregistration: current employment
Aug 23, 2021 to presentfactForm ADV
← Ethan Gabriel HausmannAdvisorregistration: current employment
Mar 29, 2021 to presentfactForm ADV
← Scott Stuart CiulloAdvisorregistration: current employment
Dec 1, 2020 to presentfactForm ADV
← ANTHONY J POWERSAdvisorregistration: current employment
Jan 29, 2016 to presentfactForm ADV
← KONRAD ZAGZEBSKIAdvisorregistration: previous registration
Jan 19, 2024 to Jan 12, 2026factForm ADV
← Brianne Nicole BurnettAdvisorregistration: previous registration
Mar 4, 2024 to May 7, 2024factForm ADV
← Patrick Nolan ThielAdvisorregistration: previous registration
Jan 22, 2021 to Aug 11, 2021factForm ADV
← Brett P SpeckerAdvisorregistration: previous registration
Nov 19, 2020 to Jun 28, 2021factForm ADV
← JENNIFER LYNN GRANTAdvisorregistration: previous registration
Feb 6, 2020 to Jul 28, 2020factForm ADV
← Mark KanyantaAdvisorregistration: previous registration
Jan 3, 2019 to Apr 22, 2019factForm ADV
← Jesse Lincoln NelsonAdvisorregistration: previous registration
Nov 9, 2016 to Dec 20, 2018factForm ADV
← Ramon Garrido MateosAdvisorregistration: previous registration
Feb 17, 2018 to Dec 20, 2018factForm ADV
← ANTHONY FRANK KRANCEAdvisorregistration: previous registration
Jul 8, 2014 to Apr 6, 2015factForm ADV

Owns (1)

← SADZEWICZ, GERY, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 19, 2020 to Nov 13, 2024factForm ADV

Controls (3)

← POWERS, ANTHONY, JOwnerELECTED MANAGER, ownership code NA, individual
Aug 19, 2020 to Nov 13, 2024factForm ADV
← KERBERROSE HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Aug 19, 2020 to Nov 13, 2024factForm ADV
← KERBERROSE SCOwnerOWNER, ownership code E, domestic entity
Aug 19, 2020 to Nov 13, 2024factForm ADV

Moved with (1)

→ COPPER HARBOR INVESTMENT ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Dec 20, 2018 to Jan 16, 2019factForm ADV

Dated events

Occurred
Mar 2, 2026
Regulatory AUM changed
Kerberrose Wealth Management, Llc reported RAUM $1.2B, up 27% from $909.8M (2025-07-31 to 2026-03-02)
Form ADVobserved 6 days ago
$245M
Occurred
Jan 12, 2026
Advisor changed firm
Konrad Zagzebski left Kerberrose Wealth Management, Llc for Shellcrest Financial Llc (registered 2026-01-22)
Form ADVobserved 6 days ago
Occurred
May 7, 2024
Advisor changed firm
Brianne Nicole Burnett left Kerberrose Wealth Management, Llc for Empower Advisory Group, Llc (registered 2025-01-30)
Form ADVobserved 6 days ago
Occurred
Mar 19, 2024
Regulatory AUM changed
Kerberrose Wealth Management, Llc reported RAUM $752.3M, up 27% from $592.8M (2023-12-21 to 2024-03-19)
Form ADVobserved 6 days ago
$160M
Occurred
Mar 11, 2022
Regulatory AUM changed
Kerberrose Wealth Management, Llc reported RAUM $595.5M, up 54% from $385.7M (2021-06-08 to 2022-03-11)
Form ADVobserved 6 days ago
$210M
Occurred
Feb 27, 2021
Regulatory AUM changed
Kerberrose Wealth Management, Llc reported RAUM $385.7M, up 185% from $135.2M (2020-11-24 to 2021-02-27)
Form ADVobserved 6 days ago
$250M
Occurred
Aug 19, 2020
First Form ADV filing
Kerberrose Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f86acaaa-723c-f6d4-9720-d9bb9e8876a2
First observed: Aug 19, 2020
Last observed: Sep 9, 2026 12 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KERBERROSE WEALTH MANAGEMENT, LLC

CRD 168787

SHAWANO, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f86acaaa-723c-f6d4-9720-d9bb9e8876a2

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY J POWERS

Certified Financial Planner

SHAWANO, WI

yes

Scott Stuart Ciullo

n/a

MARQUETTE, MI | SHAWANO, WI

Ethan Gabriel Hausmann

n/a

SHAWANO, WI | MARQUETTE, MI

n/a

JULIE ANN LEFEVRE

n/a

GREEN BAY, WI | SHAWANO, WI

yes

Alexandria Marie Miller

n/a

SHAWANO, WI | MARQUETTE, MI

n/a

Connor Rosin

n/a

SHAWANO, WI

yes

SHAWN PATRICK BRESNAHAN

n/a

WAUSAU, WI | SHAWANO, WI

Daniel J Wotruba

n/a

Green Bay, WI | SHAWANO, WI

Michael Pruett Rudolf

n/a

APPLETON, WI | SHAWANO, WI

yes

Jason Allen Richel

n/a

SHAWANO, WI | APPLETON, WI

n/a

Scott R Schewe

Certified Financial Planner

SHAWANO, WI

ALEXANDER MICHAEL STECKER

n/a

PLOVER, WI

yes

Taj Johnathan Boelter

n/a

SEYMOUR, WI | SHAWANO, WI

n/a

Gavin MITCHELL Ostermann

n/a

SHAWANO, WI | RHINELANDER, WI

n/a

Karley Marie Wardlow

Certified Financial Planner|Chartered Financial Consultant

SHAWANO, WI | Green Bay, WI

JUSTIN TAYLOR DAMON

n/a

SHAWANO, WI | APPLETON, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KERBERROSE HOLDINGS, LLC

Owner

yes

08/2013

Sep 9, 2026

POWERS, ANTHONY, J

ELECTED MANAGER

yes

01/2016

Sep 9, 2026

KERBERROSE SC

Owner

yes

08/2013

Aug 19, 2020

Nov 13, 2024

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

07/2014

Sep 9, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KERBERROSE SC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Marquette

United States

yes

Appleton

United States

GREEN BAY

United States

Marinette

United States

Plover

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$1.2B

$847M

n/a

2024

Feb 25, 2025

$910M

$681M

n/a

2023

Mar 19, 2024

$752M

$550M

n/a

2022

Feb 13, 2023

$593M

$437M

n/a

2021

Mar 11, 2022

$595M

$409M

n/a

2020

Feb 27, 2021

$386M

$243M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

6.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$910M

27.0%

$593M

24.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COPPER HARBOR INVESTMENT ADVISORS, LLC

Dec 20, 2018

Jan 16, 2019

APPLETON, WI

Team lift out

RIA to RIA

66.7%