LP Profile

McGlone Suttner Wealth Management

Also known as mcglone suttner wealth

Wealth ManagerAppleton, United StatesFounded 2009
$541M
Assets Under Management
Appleton
Headquarters
Investment Focus

About McGlone Suttner Wealth Management

McGlone Suttner Wealth Management and Financial Planning in Appleton, WI

Verified Filings

Regulatory & Financial Data

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SEC Form ADV

Verified
Reported AUM
$1.0B
Total Clients
2,913
Filing Date
February 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is McGlone Suttner Wealth Management?

McGlone Suttner Wealth Management is a wealth manager based in Appleton, United States, managing approximately $541M in assets.

Where is McGlone Suttner Wealth Management headquartered?

McGlone Suttner Wealth Management is headquartered in Appleton, United States.

How much does McGlone Suttner Wealth Management manage?

McGlone Suttner Wealth Management manages approximately $541M in assets under management.

When was McGlone Suttner Wealth Management founded?

McGlone Suttner Wealth Management was founded in 2009.

How can I contact McGlone Suttner Wealth Management?

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