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Suissa Private Wealth, LLC

CRD 342601SEC# 801-136679
Export (members)
No longer SEC-registered. Suissa Private Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
3
Accounts
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Location
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Suissa Private Wealth, LLC assets under management

Suissa Private Wealth, LLC is an investment advisory firm registered with the SEC. It employs 3 people.
View on SEC.gov ↗

Suissa Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bernard Suissa ControlFounder, President, Member And ManagerOver 75%2026
Jonathan G KastingChief Compliance OfficerUnder 5%2026

Frequently asked questions

How many employees does Suissa Private Wealth, LLC have?

Suissa Private Wealth, LLC reports 3 employees.

Does Suissa Private Wealth, LLC disclose fund performance?

Suissa Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours830a.m.-430p.m.
Discloses disciplinary historyNo