SEC Form ADV

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Registered Investment AdviserWI
$1.0B
Assets Under Management
2,913
Total Clients
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Registration Details

Accession
CRD-149830
Location
APPLETON, WI
Filing Date
February 26, 2026
AUM
$1.0B
Total Clients
2,913
Amendment
No

About this Adviser

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in APPLETON, WI, managing approximately $1.0B in assets across 2,913 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.