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John F Suby Wealth Management LLC

● SEC registered since 2009CRD 150824SEC# 801-70434Madison, WI
Export (members)
Reg. AUM
$427.5M
Employees
3
Accounts
286
Location
Madison, WI

John F Suby Wealth Management LLC assets under management

John F Suby Wealth Management LLC is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2009. It reports $427.5 million in regulatory assets under management and employs 3 people.

John F Suby Wealth Management LLC owners & executives

6 reported
NameTitleOwnershipSince
John F Suby & Associates S.c. ControlManaging MemberOver 75%2009
Matthew John Suby ControlCcoUnder 5%2019
Amy Elizabeth Butrymowicz ControlShareholder25-50%2023
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Frequently asked questions

How much does John F Suby Wealth Management LLC manage?

John F Suby Wealth Management LLC reports $427.5 million in regulatory assets under management on its Form ADV.

How many employees does John F Suby Wealth Management LLC have?

John F Suby Wealth Management LLC reports 3 employees.

Where is John F Suby Wealth Management LLC located?

John F Suby Wealth Management LLC is based in Madison, WI and has been SEC-registered since 2009.

Does John F Suby Wealth Management LLC disclose fund performance?

John F Suby Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2901 West Beltline Hwy, Suite 201, Madison, WI 53713
Phone608-273-3100
Fax608-273-3101
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$396.1M
Non-discretionary$31.4M
Total (RAUM)$427.5M