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John F Suby Wealth Management LLC

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Client assets under management

$415,740,953

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Clients

183

33% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

92

High

Average account size

$2,271,808

About

John F. Suby Wealth Management provides discretionary asset management, investment consulting, and retirement-plan services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and other entities. The firm reports managing approximately $465 million across about 183 client relationships and also offers financial planning and hourly or flat‑fee consulting engagements.

The firm assesses each client's objectives and risk tolerance and commonly delegates ongoing portfolio implementation to sub‑advisers or third‑party managers (including Greenrock Research and Provident Trust) while retaining overall fiduciary responsibility; services may be provided on a discretionary or non‑discretionary basis. Investment programs use stocks, bonds, mutual funds, ETFs and, when appropriate, alternative investments and private placements, and client accounts are reviewed at least annually with periodic communication as needed.

A distinctive feature is the firm’s affiliation with John F. Suby & Associates, S.C., a full‑service accounting firm, and the ability for clients to receive accounting services under the same engagement, with fees for those services either included in or separate from the Wealth Management agreement. The firm discloses that this affiliation can create incentives to recommend affiliate services and notes the relationship and any potential conflicts in client agreements; it also does not impose a minimum account size for advisory services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Wealth management

Fee options

Fixed

$500 to $25,000 depending on scope of advice

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.60% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually Over $10,000,000+: 0.30% annually

Project-based

$100 to $500 per hour

Other

Fee-only: Hourly fees from $100 to $500 per hour; flat fees ranging from $500 to $25,000

Main office location

John F Suby Wealth Management LLC

2901 West Beltline Hwy, Suite 201

Madison WI 53713, United States

Number of offices

2

Most active in

More info

Florida · Illinois · Minnesota · Washington · Wisconsin

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 608-273-3100

Advisors at this firm

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Nicholas T

CFP®, Series 63, Series 65

Madison, WI

John F Suby Wealth Management LLC

Nicholas Toman is a CFP® professional with 15 years of industry experience, currently serving as an advisor at John F Suby Wealth Management LLC since 2025. His prior roles include positions at Trek Financial, Empowered Financial Investments, LLC, and US Bank. He is also a licensed insurance agent appointed with various insurance companies. John F Suby Wealth Management, LLC provides discretionary asset management, investment consulting, and retirement plan services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes matching diversified portfolios to client objectives and risk tolerance, often delegating portfolio implementation to sub-advisers and third-party managers.

Private / alternative investments Wealth management
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Amy B

Series 65

Madison, WI

John F Suby Wealth Management LLC

Amy Butrymowicz is a financial advisor at John F. Suby Wealth Management LLC in Madison, WI, with 14 years of industry experience. She holds a Series 65 credential and has worked at her current firm since 2012. Outside of her advisory role, she is a co-owner of AJ Restaurant Accounting, LLC, which provides bookkeeping and payroll services to restaurant owners. John F. Suby Wealth Management offers discretionary asset management, investment consulting, and retirement plan services to a diverse client base including individuals, institutional, and fiduciary clients. The firm employs a strategy of matching diversified portfolios to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers for portfolio implementation.

Private / alternative investments Wealth management
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