{
  "crd_number": 329858,
  "slug": "susko-wealth-advisors-naples-fl-329858",
  "primary_business_name": "SUSKO WEALTH ADVISORS",
  "legal_name": "SUSKO WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Naples",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "34940",
  "metro": {
    "cbsa_code": "34940",
    "common_name": "Naples",
    "msa_name": "Naples-Marco Island, FL",
    "path": "/advisors/fl/naples"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-05-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 51910948.0,
  "raum_discretionary": 51910948.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 51910948.0,
      "count": 125
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "PA"
  ],
  "websites": [
    "https://facebook.com/suskowealthadvisors",
    "https://linkedin.com/company/susko-wealth-advisors",
    "https://linkedin.com/in/jaimebollinger",
    "https://suskowealthadvisors.com",
    "https://twitter.com/JaimeBollinger"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329858",
  "city_as_filed": "NAPLES",
  "url": "https://advisorcensus.com/firm/susko-wealth-advisors-naples-fl-329858",
  "display_name": "Susko Wealth Advisors",
  "summary": "Susko Wealth Advisors is a state-registered investment advisory firm in Naples, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Susko Wealth Advisors (CRD 329858): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Susko Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Susko Wealth Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Susko Wealth Advisors located?",
      "a": "Susko Wealth Advisors' principal office is in Naples, FL, according to its Form ADV."
    },
    {
      "q": "Is Susko Wealth Advisors registered with the SEC or a state?",
      "a": "Susko Wealth Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329858."
    },
    {
      "q": "How much does Susko Wealth Advisors manage?",
      "a": "Susko Wealth Advisors reports $51,910,948 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Susko Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125)."
    },
    {
      "q": "Does Susko Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329858"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/susko-wealth-advisors-naples-fl-329858.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 125,
      "fewer_than_5": false,
      "raum": 51910948.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329858",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}