McGlone Suttner Wealth Management, Inc.
● SEC registered since 2018CRD 149830SEC# 801-112692Appleton, WI
Reg. AUM
$1.01B
Employees
14
Accounts
2,913
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 $1 billion in regulatory assets under management and employs 14 people.
McGlone Suttner Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Anthony MC Glone Control | Co-Owner | 50-75% | 2022 |
| Thomas John Suttner Control | President/Chief Compliance Officer | 50-75% | 2009 |
Frequently asked questions
How much does McGlone Suttner Wealth Management, Inc. manage?
McGlone Suttner Wealth Management, Inc. reports $1 billion 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 14 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
| Address | 3501 E Evergreen Drive, Ste a, Appleton, WI 54913 |
| Phone | (920) 882-5299 |
| Office hours | M-Th 8:00a.m. - 4:00p.m.; Friday By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $1.01B