John F Suby Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated April 23, 2026, reports $465M in regulatory assets under management, 3 employees, 1 office, and 287 accounts.
Assets Under Management
$465M
Employees
3
Offices
1 office
Total Clients
196
Primary office
MADISON, WI
2901 WEST BELTLINE HWY, SUITE 201, MADISON, 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 62.2% of total clients.
Top client categories% of clientsClients
1
Individuals
62.2%
122
2
HNWI
31.1%
61
3
Corporations
3.6%
7
4
Charitable
3.1%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$465Mas of April 23, 2026
Discretionary93.5%
$435M
93% of total RAUM93.5%
Non-discretionary6.5%
$30M
7% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$465M
Total Accounts287
10Y AUM Change+$150M (+47.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee65:1
10Y Employee Change-3 (-50.0%)
* 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.