AdvizorPro

John F Suby Wealth Management LLC

John F Suby Wealth Management LLC. CRD 150824

John F Suby Wealth Management LLC logo

CRD: 150824

John F Suby Wealth Management LLC

Madison, WI, 53713
6082733100
$464.9M Total AUM
$434.6M Disc. AUM
-38.7% 3Y CAGR
3 Employees
196 ADV. Clients
16 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Northern Trust
Clients
Retail and Institutional
Platforms
--
Established Date
08-21-2009
Office Locations
2

Office Locations

129 S Phelps AVE Suite 902a Rockford IL
2901 West Beltline HWY Suite 201 Madison WI

About John F Suby Wealth Management LLC

John F. Suby Wealth Management is an RIA providing comprehensive, long-term wealth management for individuals and families, pairing investment management and monitoring with retirement planning, estate plan review, and financial statement review. The firm emphasizes values- and life stage-based planning, including philanthropic and legacy goals, and builds portfolios primarily with ETFs and mutual funds. Custody includes Northern Trust.

Team overview

58 AVG AGE
$155.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
10.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age

Insights

Request access to benchmark trends tied to signal catalyst.
Upgrade to reveal position-level detail across bridge pioneer.
Unlock to compare peer behavior around ridge oak.
Unlock to see real insight on capital meridian.
Premium access reveals conviction themes in vector wave.
Unlock to compare peer behavior around quantum north.
Upgrade to reveal position-level detail across vector frontier.
Unlock to see real insight on signal fusion bridge.

Investment Themes

Signal atlas

Investment Vehicles

Vector

Services

Vertex zenith North Catalyst Eagle vital Atlas

Owner & Executives

MATTHEW JOHN SUBY

MATTHEW JOHN SUBY

Chief Compliance Officer, Principal

CRD
#4537862
Ownership
Less than 5%
(974) 501-2221
harbor.glacier@alphacapital.com
in linkedin.com/in/wave-value

Showing 1 of 1 owners & executives

Unlock all

Contacts

A

AMY ELIZABETH BUTRYMOWICZ

--

CRD
#6021651
(854) 833-7895
quantum.quantum@bridgecapital.com
in linkedin.com/in/fusion-catalyst
N

NICHOLAS JAY TOMAN

--

CRD
#2218676
(317) 797-2995
catalyst.signal@crestcapital.com
in linkedin.com/in/frontier-alpha

Showing 2 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-07-2022
11-15-2023
12-19-2024
03-04-2025
04-23-2026
Category Assets AVG. Account size
Discretionary $434,582,137 $1,530,219
Non-Discretionary $30,299,103 $10,099,701
Total $464,881,240 $1,619,795

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $464,881,240

$464.9M Total SMA
Equity - Exchange:
37.2%
Cash:
26.3%
Public Funds:
36.5%
Asset class Assets Assets %
Equity - Exchange $1,928,969,729 37.2%
Cash $1,363,760,856 26.3%
Public Funds $1,892,671,911 36.5%
Total $5,185,402,496 100.0%

Start a free trial and
prospect smarter