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| Keyboard |
| John F Suby Wealth Management LLC
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|---|---|
| CRD # | 150824 |
| SEC # | 801-70434 |
| CIK # | |
| AUM | 464.9 M (2026-04-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 608-273-3100 |
| Address | 2901 West Beltline Hwy Madison, WI 53713 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 0.1 |
| (b) Individuals (high net worth individuals) | 61 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 287 | 0.5 |
| By Discretionary | ||
| Discretionary | 284 | 0.4 |
| Non-Discretionary | 3 | 0.0 |
| Total | 287 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 287 | 0.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consilium Wealth Advisory LLC
✚
|
466.0 M | |
|
Baldwin & Clarke Advisory Services LLC
✚
|
NH | 465.7 M |
|
Clelland & Co Inc
✚
|
CA | 465.7 M |
|
BWM Planning LLC
✚
|
TX | 465.3 M |
|
LPWM LLC
✚
|
MN | 464.8 M |
|
HMV Wealth Advisors LLC
✚
|
LA | 464.8 M |
|
Colonial River Investments LLC
✚
|
VA | 464.4 M |
|
Accountants Proprietary Financial Servicenet Inc
✚
|
NY | 464.3 M |
|
SARD Wealth Management Group LLC
✚
|
GA | 464.0 M |
|
Independence Financial Advisors LLC
✚
|
NH | 463.8 M |