Schamberger, Greylak & Utterback Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 11–25 clients last fiscal year.
Schamberger, Greylak & Utterback Wealth Management reports 628 clients. They include 438 individual clients, 184 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 100.0% ($236M across 902 accounts) are managed with discretion. It advised 8 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 36% |
| High-net-worth individuals | 29% | 60% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 438 | $85.8M | 36.3% | $196K |
| High-net-worth individuals | 184 | $143M | 60.3% | $775K |
| Pension and profit-sharing plans | Fewer than 5 | $58.6K | 0.0% | $29.3K |
| Charitable organizations | Fewer than 5 | $3.8M | 1.6% | $1.9M |
| Corporations and other businesses | Fewer than 5 | $4.09M | 1.7% | $2.04M |
| Total | 628 | $236M | 100% | — |
- Clients
- 438
- Regulatory AUM
- $85.8M
- AUM share
- 36.3%
- Avg. per client
- $196K
- Clients
- 184
- Regulatory AUM
- $143M
- AUM share
- 60.3%
- Avg. per client
- $775K
- Clients
- Fewer than 5
- Regulatory AUM
- $58.6K
- AUM share
- 0.0%
- Avg. per client
- $29.3K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.8M
- AUM share
- 1.6%
- Avg. per client
- $1.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.09M
- AUM share
- 1.7%
- Avg. per client
- $2.04M
Total
- Clients
- 628
- Regulatory AUM
- $236M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 8
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Schamberger, Greylak & Utterback Wealth Management is paid through a percentage of assets under management, hourly charges and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA Plan Consulting
- A percentage of plan assets set in the plan agreement, or a flat annual fee payable quarterly.
- Financial Planning
- Negotiated hourly fee of $200 to $350 an hour, depending on the complexity of the work.
Lawrence Schamberger owns 25% to 50% of Schamberger, Greylak & Utterback Wealth Management. The leadership team of Schamberger, Greylak & Utterback Wealth Management includes Chief Compliance Officer Gery Sadzewicz. It has 7 employees, 5 of them in advisory roles.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 3 insurance agents
- Owns 25% to 50% of Schamberger, Greylak & Utterback Wealth Management, LLC
Lawrence Schamberger
Control person · since February 2022
- Owns 25% to 50% of Schamberger, Greylak & Utterback Wealth Management, LLC
David Utterback
Control person · since February 2022
- Owns 25% to 50% of Schamberger, Greylak & Utterback Wealth Management, LLC
Thomas Greylak
Control person · since February 2022
Schamberger, Greylak & Utterback Wealth Management’s regulatory assets grew Infinity× from $0 (March 2022) to $236M (September 2026); employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $236M | 628 | 7 | 4 |
| Feb 2025February 2025 | $272M | 822 | 7 | 4 |
| Jul 2024July 2024 | $230M | 680 | 7 | 2 |
| Mar 2023March 2023 | $207M | 946 | 7 | 2 |
| Mar 2022March 2022 | $0 | 0 | 7 | 2 |
Besides its headquarters, Schamberger, Greylak & Utterback Wealth Management has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 2 states.
Wisconsin · 2 listed addresses
- 3143 State Road, Suite 101, La CrosseHQ
- 11558 Freemont St., Trempealeau
Minnesota · 1 listed address
- 902 E. 2nd St., Winona
Other business names
Schamberger, Greylak & Utterback Wealth Management has reported 1 other business name to the SEC.
- Next Portage Financial, LLC
Contact and registration details
- Legal name
- Schamberger, Greylak & Utterback Wealth Management, LLC
- Headquarters
- 3143 State Road, Suite 101, La Crosse, WI 54601
- Website
- s-gwealth.com
- Phone
- 608-784-9100
- SEC file
- 801-124799
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Schamberger, Greylak & Utterback Wealth Management’s named custodian for separately managed accounts is LPL Financial ($236M). Schamberger, Greylak & Utterback Wealth Management has custody of $71.6M for 220 clients.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $236M100%
At year end, Schamberger, Greylak & Utterback Wealth Management’s separately managed accounts were mostly in funds (99%).
What the accounts hold
- Funds99%
- Cash1%
How many clients does Schamberger, Greylak & Utterback Wealth Management have?
Schamberger, Greylak & Utterback Wealth Management has 628 clients and manages $236 million for them, as of September 2026. They include 438 individual clients, 184 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Schamberger, Greylak & Utterback Wealth Management offer?
Schamberger, Greylak & Utterback Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Schamberger, Greylak & Utterback Wealth Management use?
Schamberger, Greylak & Utterback Wealth Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $236M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Schamberger, Greylak & Utterback Wealth Management have?
Schamberger, Greylak & Utterback Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Schamberger, Greylak & Utterback Wealth Management invest in?
At the end of its last fiscal year, Schamberger, Greylak & Utterback Wealth Management’s separately managed accounts held 99% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Schamberger, Greylak & Utterback Wealth Management?
Schamberger, Greylak & Utterback Wealth Management’s direct owners are Lawrence Schamberger, David Utterback and Thomas Greylak, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Schamberger, Greylak & Utterback Wealth Management get paid?
Schamberger, Greylak & Utterback Wealth Management is paid through a percentage of assets under management, hourly charges and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Schamberger, Greylak & Utterback Wealth Management?
Schamberger, Greylak & Utterback Wealth Management’s main office is at 3143 State Road, Suite 101, La Crosse, WI 54601. Its phone number is 608-784-9100. Its website is s-gwealth.com.
