# 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.

- CRD: 149830
- Filed as: MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Appleton, WI
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149830
- AdvisorCensus page: https://advisorcensus.com/firm/mcglone-suttner-wealth-management-inc-appleton-wi-149830

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,005,855,882
- Discretionary: $1,005,855,882
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 418 | $164,722,178 |
| High net worth individuals | 290 | $812,007,773 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $27,328,469 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,797,462 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, MD, MI, MN, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcglonesuttner.com
- Facebook @mcglonesuttner.com
- LinkedIn @mcglone-suttner-wealth-management-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $146,510,847 | 2 | April 30, 2021 |
| October 2022 | $540,828,299 | 11 | August 16, 2022 |
| October 2023 | $549,050,926 | 11 | March 22, 2023 |
| October 2024 | $689,144,636 | 11 | July 8, 2024 |
| October 2025 | $815,977,938 | 13 | April 7, 2025 |
| October 2026 | $1,005,855,882 | 14 | February 26, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McGlone Suttner Wealth Management, Inc. (CRD 149830): Form ADV filing data as of October 2026.