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Schamberger, Greylak & Utterback Wealth Management, LLC

● SEC registered since 2022CRD 319298SEC# 801-124799La Crosse, WI
Export (members)
Reg. AUM
$236.4M
Employees
7
Accounts
902
Location
La Crosse, WI

Schamberger, Greylak & Utterback Wealth Management, LLC assets under management

Schamberger, Greylak & Utterback Wealth Management, LLC operates as an SEC-registered investment adviser based in La Crosse, WI. The firm has been registered since 2022. It reports $236.4 million in regulatory assets under management and employs 7 people.
www.linkedin.com/in/tom-greylak-awma%c2%ae-b144aa94View on SEC.gov ↗

Schamberger, Greylak & Utterback Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
David Kent Utterback ControlMember25-50%2022
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2022
Lawrence Edward Schamberger ControlMember25-50%2022
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Frequently asked questions

How much does Schamberger, Greylak & Utterback Wealth Management, LLC manage?

Schamberger, Greylak & Utterback Wealth Management, LLC reports $236.4 million in regulatory assets under management on its Form ADV.

How many employees does Schamberger, Greylak & Utterback Wealth Management, LLC have?

Schamberger, Greylak & Utterback Wealth Management, LLC reports 7 employees.

Where is Schamberger, Greylak & Utterback Wealth Management, LLC located?

Schamberger, Greylak & Utterback Wealth Management, LLC is based in La Crosse, WI and has been SEC-registered since 2022.

Does Schamberger, Greylak & Utterback Wealth Management, LLC disclose fund performance?

Schamberger, Greylak & Utterback Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3143 State Road, Suite 101, La Crosse, WI 54601
Phone608-784-9100
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$236.4M▼ 13%
Feb '25 — $272.4MMar '25 — $272.4MApr '25 — $272.4MMay '25 — $272.4MJun '25 — $272.4MJul '25 — $272.4MAug '25 — $272.4MSep '25 — $272.4MOct '25 — $272.4MNov '25 — $272.4MDec '25 — $272.4MJan '26 — $272.4MFeb '26 — $272.4MMar '26 — $236.4MApr '26 — $236.4MMay '26 — $236.4MJun '26 — $236.4M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$236.4Mregulatory AUM
Discretionary $236.4M