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McGlone Suttner Wealth Management, Inc.

● SEC registered since 2018CRD 149830SEC# 801-112692Appleton, WI
Export (members)
Reg. AUM
$816M
Employees
13
Accounts
2,722
Location
Appleton, WI

McGlone Suttner Wealth Management, Inc. assets under management

McGlone Suttner Wealth Management, Inc. operates as an SEC-registered investment adviser based in Appleton, WI. The firm has been registered since 2018. It reports $816 million in regulatory assets under management and employs 13 people.
www.linkedin.com/company/mcglone-suttner-wealth-management-incView on SEC.gov ↗

McGlone Suttner Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jason Anthony MC Glone ControlCo-Owner50-75%2022
Thomas John Suttner ControlPresident/Chief Compliance Officer50-75%2009

Frequently asked questions

How much does McGlone Suttner Wealth Management, Inc. manage?

McGlone Suttner Wealth Management, Inc. reports $816 million in regulatory assets under management on its Form ADV.

How many employees does McGlone Suttner Wealth Management, Inc. have?

McGlone Suttner Wealth Management, Inc. reports 13 employees.

Where is McGlone Suttner Wealth Management, Inc. located?

McGlone Suttner Wealth Management, Inc. is based in Appleton, WI and has been SEC-registered since 2018.

Does McGlone Suttner Wealth Management, Inc. disclose fund performance?

McGlone Suttner Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3501 E Evergreen Drive, Ste a, Appleton, WI 54913
Phone(920) 882-5299
Office hoursM-Th 8:00a.m. - 4:00p.m.; Friday By Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$816M
Non-discretionary$0
Total (RAUM)$816M