McGlone Suttner Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance. Financial planning was provided to 500 clients last fiscal year.
McGlone Suttner Wealth Management reports 708 clients. They include 418 individual clients and 290 high-net-worth individuals. Of its assets, 100.0% ($1.01B across 2,913 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 16% |
| High-net-worth individuals | 41% | 81% |
| Charitable organizations | 0% | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 418 | $165M | 16.4% | $394K |
| High-net-worth individuals | 290 | $812M | 80.7% | $2.8M |
| Charitable organizations | Fewer than 5 | $27.3M | 2.7% | — |
| Corporations and other businesses | Fewer than 5 | $1.8M | 0.2% | — |
| Total | 708 | $1.01B | 100% | — |
- Clients
- 418
- Regulatory AUM
- $165M
- AUM share
- 16.4%
- Avg. per client
- $394K
- Clients
- 290
- Regulatory AUM
- $812M
- AUM share
- 80.7%
- Avg. per client
- $2.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $27.3M
- AUM share
- 2.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.8M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 708
- Regulatory AUM
- $1.01B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
McGlone Suttner Wealth Management charges up to 1.50% a year for its Asset Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Billed hourly at a maximum of $250 per hour, negotiable; one-half is due on signing and the balance on delivery of the plan.
Thomas Suttner owns 50% to 75% of McGlone Suttner Wealth Management. The leadership team of McGlone Suttner Wealth Management includes President Thomas Suttner. It has 14 employees, 8 of them in advisory roles.
Staff
- 14 employees
- 8 in advisory functions
- 8 state-registered reps
- 5 insurance agents
- Owns 50% to 75% of McGlone Suttner Wealth Management, Inc.
Thomas Suttner
Control person · since March 2009
- Owns 50% to 75% of McGlone Suttner Wealth Management, Inc.
Jason MC Glone
Control person · since January 2022
McGlone Suttner Wealth Management’s regulatory assets grew 6.9× from $147M (April 2021) to $1.01B (February 2026); clients rose from 115 to 708 and employees from 2 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $1.01B | 708 | 14 | 3 |
| Apr 2025April 2025 | $816M | 720 | 13 | 2 |
| Jul 2024July 2024 | $689M | 643 | 11 | 1 |
| Mar 2023March 2023 | $549M | 599 | 11 | 1 |
| Jun 2022June 2022 | $541M | 592 | 11 | 2 |
| Apr 2021April 2021 | $147M | 115 | 2 | 1 |
Besides its headquarters, McGlone Suttner Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Wisconsin · 1 listed address
- 3501 E Evergreen Drive, Ste A, AppletonHQ
Contact and registration details
- Legal name
- McGlone Suttner Wealth Management, Inc.
- Headquarters
- 3501 E Evergreen Drive, Ste A, Appleton, WI 54913
- Website
- mcglonesuttner.com
- Phone
- 920-882-5299
- SEC file
- 801-112692
- Founded
- 2009
- Structure
- Wisconsin corporation
- Fiscal year end
- December
McGlone Suttner Wealth Management’s named custodian for separately managed accounts is Fidelity ($1.01B). McGlone Suttner Wealth Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityNational Financial Services LLC · Boston, MA · $1.01B100%
At year end, McGlone Suttner Wealth Management’s separately managed accounts were mostly in funds (76%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $852M across 196 positions; the largest are Dimensional ETF Trust (19.9%), iShares TR (8.6%) and American Centy ETF TR (7.9%).
What the accounts hold
- Stocks11%
- Funds76%
- Bonds3%
- Investment grade corporate bonds2%
- State and local bonds1%
- Cash10%
How many clients does McGlone Suttner Wealth Management have?
McGlone Suttner Wealth Management has 708 clients and manages $1.01 billion for them, as of February 2026. They include 418 individual clients and 290 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does McGlone Suttner Wealth Management offer?
McGlone Suttner Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does McGlone Suttner Wealth Management charge?
McGlone Suttner Wealth Management charges up to 1.50% a year for its Asset Management Services. The fee is billed in advance and is negotiable.
Source: MCGLONE SUTTNER WEALTH MANAGEMENT, INC. FORM ADV PART 2A, filed 26 February 2026
Which custodians does McGlone Suttner Wealth Management use?
McGlone Suttner Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.01B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does McGlone Suttner Wealth Management have?
McGlone Suttner Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 14 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does McGlone Suttner Wealth Management invest in?
At the end of its last fiscal year, McGlone Suttner Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 10% cash and equivalents, 2% investment grade corporate bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns McGlone Suttner Wealth Management?
McGlone Suttner Wealth Management’s direct owners are Thomas Suttner (50% to 75%) and Jason MC Glone (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does McGlone Suttner Wealth Management get paid?
McGlone Suttner Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact McGlone Suttner Wealth Management?
McGlone Suttner Wealth Management’s main office is at 3501 E Evergreen Drive, Ste A, Appleton, WI 54913. Its phone number is 920-882-5299. Its website is mcglonesuttner.com.