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JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824 · SEC 801-70434
2901 WEST BELTLINE HWY, SUITE 201, MADISON, WI, 53713, United States
Phone
608-273-3100
Fax
608-273-3101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$464.9M
Discretionary AUM
$434.6M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $100.8M |
| High net worth individuals | 61 | $315.0M |
| Charitable organizations | 6 | $11.5M |
| Corporations/business entities | 7 | $7.3M |
States served
IL, MN, WI, WA, FL
All web addresses on file
Official SEC filing: View on IAPD