CRD: 149830
Mcglone Suttner Wealth Management, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Oak pioneer
- Established Date
- 04-03-2009
- Office Locations
- 2
Office Locations
About Mcglone Suttner Wealth Management, Inc.
McGlone Suttner Wealth Management (Appleton, WI) designs personalized portfolios and delivers tax reduction, retirement, and family wealth planning, including estate-plan implementation support (titling and beneficiaries). The team also advises on cash, debt, and spending decisions and provides client education reports. Investment approach emphasizes asset allocation with mutual funds and fixed income, with a tax-aware lens. Primarily custodies with Fidelity/NFS; named a USA Today Best Financial Advisory Firm (2023).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON ANTHONY MC GLONE
Co-Owner
- CRD
- #3078445
- Ownership
- 50% but less than 75%
THOMAS JOHN SUTTNER
Chief Compliance Officer, President, Senior Partner
- CRD
- #2104792
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Eliot Charles Bares
--
- CRD
- #6562195
Nathaniel C Klutz
--
- CRD
- #8124119
Oak insight
Atlas legacy bridge
- CRD
- #32363
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,005,855,882 | $345,299 |
| Non-Discretionary | $0 | -- |
| Total | $1,005,855,882 | $345,299 |
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Separately Managed Accounts
Total SMA Asset: $1,005,855,882
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $599,455,914 | 24.9% |
| Equity - Exchange | $195,003,731 | 8.1% |
| Cash | $683,716,785 | 28.4% |
| Corporate - Investment Grade | $320,191,311 | 13.3% |
| Municipal Bonds | $609,085,728 | 25.3% |
| Total | $2,407,453,469 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM VECTOR TIMBER | TIMBER PRIME | PDSGTQ90V | NAMH | 6.07% | $117,846,624 |
| SUMMIT FOCUS MATRIX | UNISON PATHWAY | 5875R4HI5 | SBLFQ | 5.32% | $82,555,951 |
| SIGNAL NORTH FUSION | MERIDIAN ZENITH | OH24SQ9BA | BIXKF | 9.00% | $86,604,946 |
| MOMENTUM FUSION MATRIX | SUMMIT FRONTIER | LB01WM7EP | NHW | 6.89% | $117,982,927 |
| FOUNDATION HARBOR | UNISON HORIZON | 2LOCGCELA | PVNMG | 11.82% | $11,121,682 |
| CAPITAL BEACON | HORIZON ZENITH | 2M91RAXQL | SCDV | 7.79% | $68,355,008 |
| ATLAS FUSION ZENITH | ALPHA FRONTIER | QC40SMERP | YRNVR | 11.17% | $106,241,587 |
| SUMMIT CATALYST VECTOR | HORIZON HARBOR | ERUSH0I75 | JZYB | 3.69% | $54,169,009 |