JOHN F SUBY WEALTH MANAGEMENT LLC

2901 West Beltline Hwy
Suite 201
Madison, Wisconsin 53713
Tel: 608-273-3100

About JOHN F SUBY WEALTH MANAGEMENT LLC

JOHN F SUBY WEALTH MANAGEMENT LLC, formally registered with the SEC as JOHN F SUBY WEALTH MANAGEMENT LLC. The firm was established in 08/21/2009. They have over 2 offices throughout the country.

JOHN F SUBY WEALTH MANAGEMENT LLC is a Madison, Wisconsin based Financial Planning firm with nearly $427,505,173 assets under management, offering retirement planning & investment advisory services to 286 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150824
SEC#	801-70434
Assets Managed by Firm	$427,505,173
No. of Clients	286
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	286	$427,505,173
Individuals (other than high net worth individuals)	122	$96,270,165
High net worth individuals	60	$280,072,641
Pension and profit sharing plans	Fewer than 5 clients	$31,448,666
Charitable organizations	6	$11,336,878
Corporations or other businesses	7	$8,376,823

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