John F Suby Wealth Management LLC

John F Suby Wealth Management LLC (CRD# 150824) is a financial advisory firm headquartered in Madison, WI. They manage $2,006,194,813 in 207 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2901 West Beltline Hwy, Suite 201, Madison, WI 53713
https://www.linkedin.com/company/john-f-suby-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    2,006
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $9,691,762
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MN, WA, WI

Financial Advisors at John F Suby Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Amy Butrymowicz, financial advisor Madison WI
Amy E. Butrymowicz
CRD#: 6021651
2901 West Beltline Hwy, Suite 201, Madison, WI 53713

Amy Butrymowicz (CRD# 6021651) is an Investment Advisor Representative working at John F Suby Wealth Management LLC in Madison, WI and has over 12 years of experience in the finance industry.

2
John Suby, financial advisor Madison WI
John F. Suby
CRD#: 4335141
2901 West Beltline Hwy, Suite 201, Madison, WI 53713

John Suby (CRD# 4335141) is an Investment Advisor Representative working at John F Suby Wealth Management LLC in Madison, WI and has 1 year of experience in the finance industry.

3
Matthew Suby, financial advisor Rockford IL
Matthew J. Suby
CRD#: 4537862
129 S Phelps Ave, Suite 902a, Rockford, IL 61108

Matthew Suby (CRD# 4537862) is an Investment Advisor Representative working at John F Suby Wealth Management LLC in Rockford, IL and has 1 year of experience in the finance industry.

4
Carol Stang, financial advisor Madison WI
Carol L. Stang
CRD#: 4388459
2901 West Beltline Hwy, Suite 201, Madison, WI 53713

Carol Stang (CRD# 4388459) is an Investment Advisor Representative working at John F Suby Wealth Management LLC in Madison, WI and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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