Schamberger, Greylak & Utterback Wealth Management, LLC

Overview

Schamberger, Greylak & Utterback Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is individually owned and serves both individual and family clients as well as institutional accounts. Its service mix includes comprehensive financial planning and portfolio management for individuals, small businesses, and institutions. Beyond its advisory practice, the firm conducts broker-dealer activity and operates as a registered representative of a broker-dealer and as an insurance broker. Compensation methods are mixed: percentage-of-AUM fees, hourly charges, and commission-based products are all part of the revenue model. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser on the source filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices