# Suissa Private Wealth

> Suissa Private Wealth is an SEC-registered investment advisory firm in Bethesda, MD, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 342601
- Filed as: SUISSA PRIVATE WEALTH
- Legal name: Suissa Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342601
- AdvisorCensus page: https://advisorcensus.com/firm/suissa-private-wealth-bethesda-md-342601

## Quick answers

**How is Suissa Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Suissa Private Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Suissa Private Wealth located?**
Suissa Private Wealth's principal office is in Bethesda, MD, according to its Form ADV.

**Is Suissa Private Wealth registered with the SEC or a state?**
Suissa Private Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342601.

**How much does Suissa Private Wealth manage?**
Suissa Private Wealth reports $0 in regulatory assets under management in its Form ADV filing dated September 29, 2026.

**Does Suissa Private Wealth 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/342601

**Does Suissa Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated August 21, 2026 says: "Suissa Private Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Suissa Private Wealth's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 21, 2026)

- Account minimum: None

> Suissa Private Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- suissaprivatewealth.com

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Suissa Private Wealth (CRD 342601): Form ADV filing data as of October 2026.