APPLETON, WICRD 149830Latest ADV February 26, 2026
Mcglone Suttner Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Appleton, WI. Its latest Form ADV filing, dated February 26, 2026, reports $1.0B in regulatory assets under management, 14 employees, 2 offices, and 2,913 accounts.
Assets Under Management
$1.0B
Employees
14
Offices
2 offices
Total Clients
708
Primary office
APPLETON, WI
3501 E EVERGREEN DRIVE, STE A, APPLETON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.0% of total clients.
Top client categories% of clientsClients
1
Individuals
59.0%
418
2
HNWI
41.0%
290
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of February 26, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts2,913
10Y AUM Change+$892M (+786.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee51:1
10Y Employee Change+12 (+600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.