What KerberRose Wealth Management does

KerberRose Wealth Management, LLC is a privately held, Wisconsin-based professional services firm operating as an SEC-registered investment adviser (SEC #801-119492) alongside an established CPA and advisory practice founded in 1980. The firm delivers a multi-discipline service portfolio spanning wealth management (investment advisory, insurance, estate and gift tax planning, retirement planning, and comprehensive financial planning), payroll processing and HR solutions, audit and assurance (including Yellow Book, HUD compliance, employee benefit plan, and Single Audits), business advisory (business valuations, M&A, succession planning, strategy), tax services, and accounting (controller outsourcing, cash flow analysis, budgeting, and accounting system setup). Technology infrastructure centers on third-party platforms including NetClient for secure payroll portal access, Swipeclock WorkforceHub for timekeeping and HR management, QuickBooks ProAdvisor integration, and AudioEye for digital accessibility, with no proprietary AI/ML capabilities evidenced.

The firm serves a diversified client base across individuals and families, government entities, nonprofits, employee benefit plans, private businesses, business owners, agricultural operations, and employers needing payroll services, with primary wealth management focus on individuals and families and primary audit focus on government, nonprofits, and benefit plans. Customer acquisition is relationship-driven, leveraging 40+ years of Wisconsin community presence, personal referrals, and direct advisor engagement, supplemented by content marketing, social media, and newsletter channels. Geographic reach is regionally concentrated in Wisconsin with national securities distribution through APW Capital, Inc. (Member FINRA/SIPC), and the firm maintains strategic affiliations with BDO Alliance USA, AICPA, WICPA, GASB, GFOA, and various Wisconsin and Michigan governmental finance associations to extend capability and referral reach.

The business model is professional services, quote-based engagement with multi-year contracts, generating revenue through investment advisory fees, recurring payroll processing, audit and assurance engagements, and project-based advisory work. The firm holds no disclosed funding, operates as an independent LLC with no parent company, and shows no M&A activity in the source data. Headcount is reported in the 11–50 range, consistent with a mid-sized regional professional services firm.

Name

KerberRose Wealth Management

Legal name

KerberRose Wealth Management, LLC

Website

https://kerberrosewealth.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

11–50 employees

Short description

KerberRose Wealth Management is a Wisconsin-based CPA and SEC-registered investment adviser delivering wealth management, payroll, audit, tax, and business advisory services to individuals, families, government entities, nonprofits, and private businesses.

Ownership category

akta.pro rank

Product category

Wealth Management and Professional Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Estate & Legacy Planning Advisory (FSAEAAAG), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management advisory
• Investment advisory services
• Retirement planning services
• Estate tax planning
• Audit assurance accounting

Headquarters

HQ city

Shawano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management & Investment Advisory: Comprehensive investment advisory services including personalized investor profile analysis, asset allocation strategies across mutual funds, stocks, bonds, and tax-advantaged investments. Revenue generated through investment advisory fees.
2. Payroll Processing Services: Complete payroll processing including calculations, direct deposit, tax payments, withholding, and compliance. Multi-state payroll services with tax reporting capabilities.
3. Audit & Assurance: Financial statement audits, Yellow Book audits, HUD compliance audits, employee benefit plan audits, performance audits, and Single Audits for organizations subject to Uniform Guidance requirements.
4. Business Advisory Services: Business valuations, mergers & acquisitions guidance, succession planning, strategy & planning, and quality control services for CPA firms.
5. Accounting Services: Financial statement preparation, controller outsourcing, budgeting, cash flow analysis, and accounting system setup and development.
6. Insurance Services: Tailored life, disability, and long-term care insurance solutions designed to protect personal and business financial security.
7. Retirement Planning Services: Retirement projections, accumulation and distribution strategies including IRAs, 401(k)s, 403(b)s, SEPs, SIMPLE IRAs, profit-sharing plans, Social Security analysis.
8. Tax Planning & Preparation: Estate & gift tax planning, financial planning, education funding, 529 planning, and comprehensive tax strategy services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

KerberRose Wealth Management is a SEC-registered investment adviser that delivers personalized investment advisory, retirement, estate and gift tax, insurance, and comprehensive financial planning to individuals and families. The same legal entity, KerberRose Wealth Management, LLC, also provides business-facing professional services including payroll and HR, audit and assurance, business advisory, accounting, tax, and retirement plan services.

Product overview

KerberRose is a Wisconsin-based CPA firm offering a comprehensive suite of financial services through multiple interconnected practice areas. The firm provides Wealth Management services (investment advisory, insurance, estate planning, retirement planning, and financial planning) through its SEC-registered investment adviser subsidiary. Its core accounting and advisory offerings include Payroll Services (complete processing, NetClient portal, WorkforceHub timekeeping), Audit & Assurance (financial statement audits, Yellow Book audits, HUD compliance, employee benefit plan audits, Single Audits), Advisory Services (business valuations, M&A advisory, succession planning, QuickBooks consulting, strategy & planning), and Accounting Services (system setup, controller outsourcing, cash flow analysis, budgeting). Services are offered to diverse industries including government, nonprofits, agriculture, manufacturing, construction, real estate, restaurant franchises, and condo associations.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services Personalized investment management and advisory delivered by a SEC-registered investment adviser to individuals and families seeking portfolio guidance and ongoing wealth strategy.
• Retirement Planning Planning services to help individuals and families prepare for retirement, build income strategies, and align assets with retirement goals.
• Estate & Gift Tax Planning Estate and gift tax planning services that help individuals and families structure wealth transfer, minimize transfer taxes, and coordinate beneficiary strategies.
• Insurance Services Insurance solutions integrated with broader wealth planning, addressing life, disability, and related coverage needs for individuals and families.
• Financial Planning Holistic financial planning that coordinates investment, retirement, tax, estate, and insurance strategies into a single plan for individuals and families.
• Audit & Assurance Services Audit and assurance engagements delivered to government entities, nonprofits, and employee benefit plans, including compliance and financial statement audits.
• Payroll Services Managed payroll service for employers, with timekeeping via WorkforceHub/Swipeclock and secure reporting through the NetClient portal.
• Accounting Services Outsourced accounting and bookkeeping services for private businesses and agricultural clients, with QuickBooks integration and support.
• Business Advisory Services Strategic and operational advisory for business owners and private businesses, supporting growth, transition, and performance improvement decisions.

Quantifiable outcome

• Comprehensive wealth management with integrated tax, estate, and retirement planning strategies aligned to client goals

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature3 records

Partnerships

13 partnerships are on record, tiered core, strategic and supporting.

• APW Capital, Inc.coreChannel Partner/ Reseller/ DistributorAPW Capital, Inc. is a registered broker-dealer (Member FINRA/SIPC) through which certain representatives of KerberRose Wealth Management offer securities products. The partnership enables KerberRose to provide investment advisory and brokerage services under regulatory compliance. Located at 999 Riverview Drive, Suite 201, Totowa, NJ 07512.
• QuickBooks ProAdvisorcoreTechnology or IntegrationQuickBooks ProAdvisor partnership enables KerberRose to provide QuickBooks setup, customization, training, ongoing support, and service plans. Integration with QuickBooks allows streamlined financial management and reporting for clients.
• BDO Alliance USAstrategicStrategic or Co-development PartnerAs an Independent Member of BDO Alliance USA, KerberRose has access to national resources, technical expertise, and practice development support from one of the world's leading accounting networks.
• Swipeclock (WorkforceHub)supportingTechnology or IntegrationWorkforceHub timekeeping solution provides automated timekeeping, employee scheduling, PTO accruals, hiring, onboarding, and HR management capabilities integrated with payroll services.
• Wisconsin Institute of Certified Public Accountants (WICPA)strategicStrategic or Co-development PartnerProfessional affiliation with WICPA provides access to continuing education, technical resources, and professional development opportunities. KerberRose advisors benefit from WICPA's industry leadership and regulatory updates.
• AICPAstrategicStrategic or Co-development PartnerMembership in the American Institute of Certified Public Accountants demonstrates commitment to professional standards and provides access to national resources, guidance, and professional development.
• Governmental Accounting Standards Board (GASB)supportingStrategic or Co-development PartnerActive engagement with GASB standards enables KerberRose to provide compliant governmental accounting and financial reporting services for government entities and school districts.
• Government Finance Officers Association (GFOA)supportingStrategic or Co-development PartnerPartnership with GFOA supports KerberRose's government finance clients with best practices, guidance, and professional development resources.
• Wisconsin Towns AssociationsupportingStrategic or Co-development PartnerProfessional affiliation supporting service to Wisconsin municipalities, town governments, and related entities requiring specialized governmental accounting and audit services.
• Michigan Association of Certified Public Accountants (MICPA)supportingStrategic or Co-development PartnerPartnership with MICPA extends KerberRose's professional network and capabilities to serve clients in Michigan alongside Wisconsin operations.
• Wisconsin Municipal Clerks AssociationsupportingStrategic or Co-development PartnerPartnership supports service to Wisconsin municipal clerk offices and related governmental entities requiring specialized financial services.
• Wisconsin Government Finance Officers AssociationsupportingStrategic or Co-development PartnerPartnership with WGFOA supports governmental finance professionals and entities in Wisconsin with specialized guidance and resources.
• League of Wisconsin MunicipalitiessupportingStrategic or Co-development PartnerProfessional affiliation supporting comprehensive service to Wisconsin municipalities and city governments requiring audit, accounting, and financial advisory.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: National independent RIA providing comprehensive wealth advisory, tax, estate, and retirement planning. Comparable in service breadth and HNW client focus, though larger in scale.
• Eide Bailly LLP: Large regional CPA and advisory firm offering wealth management, retirement plan, and business advisory services. Comparable to KerberRose in multi-discipline professional services and similar client base of privately held businesses and HNW individuals.
• Creative Planning: Large independent RIA offering comprehensive financial planning, tax, estate, and retirement services to HNW individuals. Directly comparable to KerberRose Wealth Management in integrated planning model and SEC RIA status.
• Aspiriant: Independent, fee-only RIA serving HNW individuals and families with comprehensive financial planning, tax, and estate services. Closely comparable to KerberRose Wealth Management in integrated wealth advisory and SEC RIA model.
• Wipfli LLP: Top-20 U.S. accounting and advisory firm with wealth management and financial planning practices, also a BDO Alliance member. Direct peer given similar hybrid CPA + wealth management model and Midwestern footprint.

Emerging players

• Carson Group: Wealth management firm supporting independent advisors with planning, investment, and back-office services. Comparable to KerberRose's RIA + advisor-support model, though operating at materially greater scale and with national reach.

Broad incumbents

• CliftonLarsonAllen (CLA): Large U.S. accounting, advisory, and wealth management firm with strong presence in the Midwest and a similar HNW/government/nonprofit client base. Larger and broader than KerberRose but directly comparable in service mix.
• Edward Jones: Large national incumbent serving HNW and mass-affluent clients with investment advisory, retirement, and financial planning services. Overlaps with KerberRose's wealth management and retirement plan offerings but operates at much greater scale.
• Ameriprise Financial: Broad incumbent in financial advisory, wealth management, and retirement planning. Overlaps with KerberRose's advisory, retirement, and estate planning offerings, though operating nationally with substantially greater scale.
• Cetera Financial Group: Mid-market wealth management platform supporting independent financial advisors across retirement, advisory, and brokerage services. Comparable in advisor-led RIA model serving HNW and retirement-focused clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@kerberrose
• Facebookfacebook.com/kerberrose
• LinkedInlinkedin.com/company/kerberrosewealth
• Instagraminstagram.com/kerberrosesc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KerberRose Wealth Management