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MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

CRD 149830 · SEC 801-112692

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3501 E EVERGREEN DRIVE, STE A, APPLETON, WI, 54913, United States

Phone

(920) 882-5299

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.01B

Discretionary AUM

$1.01B

Team

14 total employees; 8 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals418$164.7M
High net worth individuals290$812.0M

States served

CO, MD, MI, MN, TN, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD