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Kerberrose Wealth Management, LLC

Overview

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    *Articles are published by advisors without compensation.

    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on Nov. 1, 2019
      • $98.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 378
        Accounts
      • $259.4K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    7

    name start date
    Tony Powers, AIF® CFP® CRPS®
    January 2016
    Daniel J Wotruba
    January 2019
    Scott Ronald Schewe
    March 2019
    Michael Irwen Ruby
    January 2014
    Michael Pruett Rudolf
    November 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Kerberrose Sc -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Gery Joseph Sadzewicz Chief Compliance Officer July, 2014 less than 5%
        Anthony J Powers President January, 2016 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Commissions