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 $286,000,000 in 290 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    286
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $986,207
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, WI

Financial Advisors at John F Suby Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ann L. Krumholz
CRD#: 2428297
2901 West Beltline Hwy, Suite 201, Madison, WI 53713
93
Wealthminder
score

Ann Krumholz (CRD# 2428297) 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.

2
Amy E. Butrymowicz
CRD#: 6021651
2901 West Beltline Hwy, Suite 201, Madison, WI 53713
90
Wealthminder
score

Amy Butrymowicz (CRD# 6021651) is an Investment Advisor Representative working at John F Suby Wealth Management LLC in Madison, WI and has over 5 years of experience in the finance industry.

3
John F. Stoehr
CRD#: 4537861
2901 West Beltline Hwy, Suite 201, Madison, WI 53713
87
Wealthminder
score

John Stoehr (CRD# 4537861) 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.

4
John F. Suby
CRD#: 4335141
2901 West Beltline Hwy, Suite 201, Madison, WI 53713
87
Wealthminder
score

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.

5
Matthew J. Suby
CRD#: 4537862
129 S Phelps Ave, Suite 902a, Rockford, IL 61108
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.