Suissa Private Wealth, LLC
CRD 342601SEC# 801-136679Bethesda, MD
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
—
Location
Bethesda, MD
Suissa Private Wealth, LLC assets under management
Suissa Private Wealth, LLC is an investment advisory firm registered with the SEC based in Bethesda, MD. It employs 3 people.
Suissa Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bernard Suissa Control | Founder, President, Member And Manager | Over 75% | 2026 |
| Jonathan G Kasting | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How many employees does Suissa Private Wealth, LLC have?
Suissa Private Wealth, LLC reports 3 employees.
Where is Suissa Private Wealth, LLC located?
Suissa Private Wealth, LLC is based in Bethesda, MD.
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
| Address | 7501 Wisconsin Avenue, Suite 760w, Bethesda, MD 20814 |
| Office hours | 830a.m.-430p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,820 advisers