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| McGlone Suttner Wealth Management Inc
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|---|---|
| CRD # | 149830 |
| SEC # | 801-112692 |
| CIK # | 0001964819 |
| AUM | 1,005.9 M (2026-02-26) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Alphabet Inc | 6.1 | ||
| Microsoft Corp | 6.0 | ||
| Nvidia Corp | 5.5 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Caterpillar Inc | 2.9 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Johnson & Johnson | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 418 | 164.7 |
| (b) Individuals (high net worth individuals) | 290 | 812.0 |
| (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 | 27.3 |
| (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 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,913 | 1,005.9 |
| By Discretionary | ||
| Discretionary | 2,913 | 1,005.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,913 | 1,005.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,005.9 | |
| Total | 2,913 | 1,005.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964819] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The NorthStar Group Inc
✚
|
NY | 1,008.5 M |
|
Mirador Capital Partners LP
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|
CA | 1,008.3 M |
|
AIRE Advisors LLC
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|
CA | 1,006.4 M |
|
West Paces Advisors Inc
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|
GA | 1,006.4 M |
|
Great Hill Capital LLC
✚
|
1,006.2 M | |
|
PYA Waltman Capital LLC
✚
|
TN | 1,006.0 M |
|
Corbyn Investment Management Inc
✚
|
MD | 1,005.5 M |
|
Burling Wealth Partners LLC
✚
|
IL | 1,004.6 M |
|
BlueSky Wealth Advisors LLC
✚
|
NC | 1,004.5 M |
|
Hudock Inc
✚
|
PA | 1,003.2 M |