KERBERROSE WEALTH MANAGEMENT, LLC

CRD

168787

SEC file #

801-119492

EIN

300793896

DBA names

—

Economics

AUM

$1.16B

AUM band

$1B+

AUM trajectory

'21 · $135.2M

'22 · $385.7M

'23 · $595.5M

'25 · $909.8M

'26 · $1.16B

'21'26

$135.2M → $1.16B▲ +754%

sec adv history

Client mix

Individuals Other	1,414
Pension Profit Sharing Plans	164
Individuals High Net Worth	140
State Or Municipal Govt	28
Corporations	23

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 6 advisors

'22 · 6 advisors

'23 · 8 advisors

'25 · 12 advisors

'26 · 13 advisors

'21'26

6 advisors → 13 advisors▲ +117%

sec adv history

Primary office

SHAWANO WI

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing

03/02/2026

linkedin.com/alexanderstecker(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KERBERROSE HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

KERBERROSE HOLDINGS, LLC

POWERS, ANTHONY, J

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:kerberrose.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

224,823

Form 5500 Compensation Trajectory 3y

2025

224,823

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

224,823

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001912523

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2022-08-11

Edgar Last Filing Date

2022-08-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2022-08-11

Accession0001104659-22-089168

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1669

Soi Zip Pct 200k Plus

0.0298

Soi Zip Returns 200k Plus

250

Soi Zip Total AGI

527,765

Fdic Zip Total Deposits

9,574,407,000

Fdic Zip Branch Count

193

Fdic Zip Top Banks

Associated Bank, National Association

M&I Marshall and Ilsley Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4
Charles Schwab	2

adv brochure

Edgar Addresses

Mailing

115 E. 5TH STREETSHAWANO, WI 54166

Business

115 E. 5TH STREETSHAWANO, WI 54166

Edgar EIN

300793896

Edgar Recent Filings

13F-HR2022-08-11 · 0001104659-22-089168

Fdic Zip Branches Raw

M&I Bank of Shawano, National AssociationShawano, WI

Fdic Zip HHI

1521.51

Fdic Zip Top Bank Share Pct

30.79

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	30,205
Returns	2,530

Stub 2

AGI	78,896
Returns	2,120

Stub 3

AGI	87,176
Returns	1,420

Soi Zip Total Business Income

14,295

Soi Zip Total Cap Gains

20,011

Soi Zip Total Dividends

7,675

Soi Zip Total Returns

8,390

Trust Company Affiliate