$51.9M Total AUM
$51.9M Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
4850 Tamiami Trail North Suite 301 Naples FL
About Susko Wealth Advisors
Susko Wealth Advisors is an independent, multi-disciplinary wealth management firm providing integrated financial, investment, retirement, education, and tax planning along with tax preparation for individuals and families. The firm emphasizes tailored, long-term strategies, including asset allocation and risk management, and offers a secure client portal. Custody is reported through Charles Schwab & Co.
Team overview
-- AVG AGE
$51.9M AVG AUM / ADVISOR
$415.3K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
JAIME ANN BOLLINGER
Chief Compliance Officer, President
- CRD
- #5863508
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,910,948 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,910,948 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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