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McGlone Suttner Wealth Management, Inc.
Filed as MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
McGlone Suttner Wealth Management, Inc. is an SEC-registered investment advisory firm in Appleton, WI, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 26, 2026.
Quick answers
From the filingHow is McGlone Suttner Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), McGlone Suttner Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does McGlone Suttner Wealth Management, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated February 26, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is McGlone Suttner Wealth Management, Inc. located?
McGlone Suttner Wealth Management, Inc.'s principal office is in Appleton, WI, according to its Form ADV.
Is McGlone Suttner Wealth Management, Inc. registered with the SEC or a state?
McGlone Suttner Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 149830.
How much does McGlone Suttner Wealth Management, Inc. manage?
McGlone Suttner Wealth Management, Inc. reports $1,005,855,882 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).
How have McGlone Suttner Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for McGlone Suttner Wealth Management, Inc.: Regulatory assets under management: $146,510,847 in the October 2021 data and $1,005,855,882 in the October 2026 data, up 587%. Total employees: 2 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does McGlone Suttner Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (418); high net worth individuals (290).
Which custodians does McGlone Suttner Wealth Management, Inc. use?
McGlone Suttner Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does McGlone Suttner Wealth Management, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149830
What changed in McGlone Suttner Wealth Management, Inc.'s recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $815,977,938 to $1,005,855,882 (+23%). Registered or notice-filed in MD.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
McGlone Suttner will charge you an annual fee ranging up to 1.5%. You fee will be quoted to you and agreed upon prior to implementation of the services.
Fees are negotiable. The negotiability of the fee is at the discretion of McGlone Suttner and is based on various factors including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre -existing client, account retention and pro -bono activities.
Fee Type Maximum Fee Payable Hourly Fee $250 per hour At the time of engagement of the relationship, McGlone Suttner will provide you with a fee quote.
As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,005,855,882 as of October 2026, filing dated February 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 14. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,005,855,882 | 14 | February 26, 2026 |
| October 2025 | $815,977,938 | 13 | April 7, 2025 |
| October 2024 | $689,144,636 | 11 | July 8, 2024 |
| October 2023 | $549,050,926 | 11 | March 22, 2023 |
| October 2022 | $540,828,299 | 11 | August 16, 2022 |
| October 2021 | $146,510,847 | 2 | April 30, 2021 |
Regulatory assets under management: $146,510,847 in the October 2021 data and $1,005,855,882 in the October 2026 data, up 587%.
Total employees: 2 in October 2021 and 14 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $815,977,938 to $1,005,855,882 (+23%).
- Registered or notice-filed in MD.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. McGlone Suttner Wealth Management, Inc. (CRD 149830): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcglone-suttner-wealth-management-inc-appleton-wi-149830