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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| McGlone Suttner Wealth Management Inc
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|---|---|
| CRD # | 149830 |
| SEC # | 801-112692 |
| CIK # | 0001964819 |
| AUM | $816.0 M (2025-04-07) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 920-882-5299 |
| Address | 3501 E Evergreen Drive Appleton, WI 54913 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.0 | ||
| Nvidia Corp | 5.2 | ||
| Apple Inc | 4.8 | ||
| Alphabet Inc | 3.7 | ||
| Facebook Inc | 3.1 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Amazon Com Inc | 2.7 | ||
| Procter & Gamble Co | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 446 | 167.5 |
| (b) Individuals (high net worth individuals) | 274 | 621.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 26.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,722 | 816.0 |
| By Discretionary | ||
| Discretionary | 2,722 | 816.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,722 | 816.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 816.0 | |
| Total | 2,722 | 816.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964819] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pointoak Retirement Advisors LLC
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|
VA | 0.8 |
|
IFG Advisors LLC
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|
MO | 0.8 |
|
Three Bridge Wealth Advisors LLC
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|
CA | 0.8 |
|
Marquette Asset Management LLC
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|
MN | 0.8 |
|
JT Stratford LLC
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|
GA | 0.8 |
|
Round Rock Advisors LLC
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|
CT | 0.8 |
|
NFSG Corporation
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|
FL | 0.8 |
|
High Probability Advisors LLC
✚
|
NY | 0.8 |
|
Compound Global Advisors LLC
✚
|
0.8 | |
|
Elwood & Goetz Wealth Advisory Group LLC
✚
|
GA | 0.8 |