← Back to searchVisit website
SUSKO WEALTH ADVISORS
SUSKO WEALTH MANAGEMENT, LLC
CRD 329858
4850 TAMIAMI TRAIL NORTH, SUITE 301, NAPLES, FL, 34103, United States
Phone
(239) 598-0093
Fax
610-706-0990
Registration
— (—)
Source
State registered
Total AUM
$51.9M
Discretionary AUM
$51.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $51.9M |
All web addresses on file
Official SEC filing: View on IAPD