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John F Suby Wealth Management LLC

● SEC registered since 2009CRD 150824SEC# 801-70434Madison, WI
Export (members)
Reg. AUM
$464.9M
Employees
3
Accounts
287
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 $464.9 million in regulatory assets under management and employs 3 people.

John F Suby Wealth Management LLC owners & executives

5 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 $464.9 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

Regulatory AUM

$464.9M▲ 9%
Mar '25 — $427.5MApr '25 — $427.5MMay '25 — $427.5MJun '25 — $427.5MJul '25 — $427.5MAug '25 — $427.5MSep '25 — $427.5MOct '25 — $427.5MNov '25 — $427.5MDec '25 — $427.5MJan '26 — $427.5MFeb '26 — $427.5MMar '26 — $464.9MApr '26 — $464.9MMay '26 — $464.9MJun '26 — $464.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$464.9Mregulatory AUM
Discretionary $434.6MNon-discretionary $30.3M