SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

Overview

Schamberger, Greylak & Utterback Wealth Management, LLC is an independent registered investment adviser that provides comprehensive financial planning and portfolio management for individuals, families and institutional clients. The firm operates under an owner-type classified as individual and was SEC-registered in 2022. Its advisory model combines fee-based portfolio management (percentage of AUM) with hourly financial planning engagements and hybrid activities as a registered representative of a broker‑dealer and an insurance broker. Investment activity centers on public pooled products—primarily mutual funds and similar public vehicles—supplemented by selectively accessed alternative strategies through third‑party managers. The firm does not identify as an active ESG investor and is not structured as a capital allocator; instead it sources alternatives and specialized strategies from external managers and vehicle sponsors. Advisory services span direct portfolio management for individuals and small businesses as well as for larger business and institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices