Hedge Fund Database

MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

Adviser information for MCGLONE SUTTNER WEALTH MANAGEMENT, INC. last updated from Form ADV on March 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Wisconsin, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,498 $689.1M
Non-Discretionary 0 $0
Total 2,498 $689.1M

Clients

Type Number RAUM
Individuals 418 $203.9M
HNW Individuals 225 $470.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $15.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-112692
SEC ERA File Number 801-112692
SEC CIK Numbers 1964819
SEC CRD Numbers 149830
Legal Entity Identifier None

Principal Office

3501 E EVERGREEN DRIVE
STE A
APPLETON
WI
United States
Monday - Friday, M-TH 8:00AM - 4:00PM; FRI 8AM-3PM
Tel: (920) 882-5299, Fax: None

Websites

www.mcglonesuttner.com twitter.com/mcglonesuttner www.linkedin.com/company/mcglone-suttner-wealth-management-inc www.facebook.com/mcglonesuttner.com

Chief Compliance Officer

THOMAS J. SUTTNER
PRESIDENT
3501 E EVERGREEN DRIVE
SUITE A
APPLETON
WI
United States
Tel: (920) 882-5299
(Full email address available in API data)

Regulatory Contact

JASON A MCGLONE
SENIOR PARTNER
3501 E EVERGREEN DRIVE
SUITE A
APPLETON
WI
United States
Tel: (920) 733-3872
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SUTTNER, THOMAS, JOHN Individual – PRESIDENT/CHIEF COMPLIANCE OFFICER 03/2009 50-75%
MC GLONE, JASON, ANTHONY Individual – CO-OWNER 01/2022 50-75%

No. Employees, Historic

201002020202120222023202420252 on 1/23/20202 on 6/30/20202 on 11/20/20202 on 3/17/20212 on 4/28/20212 on 4/30/20218 on 12/6/20218 on 12/6/20218 on 2/8/20228 on 2/23/202210 on 4/29/202211 on 6/14/202211 on 8/16/202211 on 11/4/202211 on 11/7/202211 on 3/4/202311 on 3/9/202311 on 3/22/202311 on 10/16/202311 on 11/16/202312 on 3/21/202412 on 3/23/2024

RAUM, Historic

700M350M0202020212022202320242025134481122 on 1/23/2020134481122 on 6/30/2020134481122 on 11/20/2020146510847 on 3/17/2021146510847 on 4/28/2021146510847 on 4/30/2021146510847 on 12/6/2021146510847 on 12/6/2021146510847 on 2/8/2022540828299 on 2/23/2022540828299 on 4/29/2022540828299 on 6/14/2022540828299 on 8/16/2022540828299 on 11/4/2022540828299 on 11/7/2022549050926 on 3/4/2023549050926 on 3/9/2023549050926 on 3/22/2023549050926 on 10/16/2023549050926 on 11/16/2023689144636 on 3/21/2024689144636 on 3/23/2024

No. Clients, Historic

7003500202020212022202320242025123 on 1/23/2020123 on 6/30/2020123 on 11/20/2020115 on 3/17/2021115 on 4/28/2021115 on 4/30/2021115 on 12/6/2021115 on 12/6/2021115 on 2/8/2022592 on 2/23/2022592 on 4/29/2022592 on 6/14/2022592 on 8/16/2022592 on 11/4/2022592 on 11/7/2022599 on 3/4/2023599 on 3/9/2023599 on 3/22/2023599 on 10/16/2023599 on 11/16/2023643 on 3/21/2024643 on 3/23/2024

Holdings

From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
DIMENSIONAL ETF TRUST US CORE EQUITY 2 134M 5M –
ISHARES TR CORE S&P US VLU 46M 540K –
SCHWAB STRATEGIC TR US LRG CAP ETF 36M 647K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 35M 764K –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 24M 1M –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 19M 558K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 15M 235K –
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 13M 555K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 11M 179K –
ISHARES INC CORE MSCI EMKT 10M 195K –
ISHARES TR CORE US AGGBD ET 8M 85K –
ISHARES TR INVESTMENT GRADE 6M 134K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 6M 35K –
MICROSOFT CORP COM 5M 15K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 5M 46K –
FIDELITY COVINGTON TRUST HIGH DIVID ETF 5M 109K –
APPLE INC COM 4M 22K –
ISHARES TR ISHS 1-5YR INVS 4M 70K –
ISHARES TR CORE S&P MCP ETF 4M 13K –
ISHARES TR CORE S&P SCP ETF 2M 22K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 46K –
ALPHABET INC CAP STK CL A 2M 16K –
ISHARES TR IBONDS DEC24 ETF 2M 82K –
ISHARES TR CORE S&P TTL STK 2M 18K –
SPDR SER TR S&P DIVID ETF 2M 15K –
VANGUARD INDEX FDS TOTAL STK MKT 2M 8K –
ISHARES TR IBONDS DEC 2033 2M 69K –
PROCTER AND GAMBLE CO COM 2M 12K –
VANGUARD INDEX FDS SM CP VAL ETF 2M 10K –
ISHARES TR CORE MSCI EAFE 2M 23K –
ISHARES TR S&P 500 GRWT ETF 1M 19K –
ISHARES TR IBONDS DEC25 ETF 1M 59K –
ABBVIE INC COM 1M 9K –
NVIDIA CORPORATION COM 1M 3K –
ISHARES TR CORE S&P500 ETF 1M 3K –
TESLA INC COM 1M 5K –
APPLIED MATLS INC COM 1M 8K –
ISHARES TR IBONDS DEC2026 1M 56K –
JPMORGAN CHASE &CO COM 1M 8K –
AMAZON COM INC COM 1M 9K –
CHEVRON CORP NEW COM 1M 9K –
JOHNSON &JOHNSON COM 1M 8K –
WEC ENERGY GROUP INC COM 1M 15K –
MCDONALDS CORP COM 1M 4K –
EXXON MOBIL CORP COM 1M 12K –
AMERICAN CENTY ETF TR US EQT ETF 1M 15K –
MERCK &CO INC COM 1M 11K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 1M 16K –
VANGUARD WORLD FDS HEALTH CAR ETF 1M 5K –
HOME DEPOT INC COM 1M 3K –
META PLATFORMS INC CL A 1M 3K –
ABBOTT LABS COM 1M 10K –
CONOCOPHILLIPS COM 963K 8K –
FIDELITY COVINGTON TRUST FIDELITY GROWTH 960K 51K –
WALMART INC COM 957K 6K –
COCA COLA CO COM 950K 16K –
CATERPILLAR INC COM 941K 3K –
KIMBERLY-CLARK CORP COM 925K 8K –
PEPSICO INC COM 911K 5K –
ISHARES TR IBONDS 27 ETF 906K 38K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 877K 2K –
CISCO SYS INC COM 847K 17K –
METLIFE INC COM 806K 12K –
ISHARES TR S&P 500 VAL ETF 778K 4K –
SELECT SECTOR SPDR TR SBI INT-UTILS 777K 12K –
FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 759K 23K –
ISHARES TR CORE MSCI TOTAL 708K 11K –
SALESFORCE INC COM 696K 3K –
BROADCOM INC COM 696K 623 –
BANK AMERICA CORP COM 680K 20K –
INTEL CORP COM 670K 13K –
DIMENSIONAL ETF TRUST US TARGETED VLU 662K 13K –
ISHARES TR IBONDS DEC 2031 656K 32K –
UNITEDHEALTH GROUP INC COM 655K 1K –
FIDELITY MERRIMACK STR TR LTD TRM BD ETF 654K 13K –
BLACKROCK INC COM 620K 764 –
ISHARES TR IBDS DEC28 ETF 615K 24K –
CSX CORP COM 586K 17K –
WP CAREY INC COM 581K 9K –
ISHARES TR IBONDS DEC 2032 549K 22K –
PRUDENTIAL FINL INC COM 517K 5K –
GALLAGHER ARTHUR J &CO COM 514K 2K –
ILLINOIS TOOL WKS INC COM 509K 2K –
VERIZON COMMUNICATIONS INC COM 495K 13K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 484K 3K –
NUVEEN AMT FREE MUN CR INC F COM 465K 39K –
SOUTHERN CO COM 455K 6K –
DOW INC COM 452K 8K –
ISHARES TR EAFE GRWTH ETF 452K 5K –
AMERICAN EXPRESS CO COM 447K 2K –
US BANCORP DEL COM NEW 433K 10K –
SYNOPSYS INC COM 425K 826 –
ISHARES TR BLACKROCK ULTRA 424K 8K –
SPDR S&P 500 ETF TR TR UNIT 423K 889 –
BANK FIRST CORP COM 422K 5K –
PHILIP MORRIS INTL INC COM 421K 4K –
GENERAL DYNAMICS CORP COM 415K 2K –
NEXTERA ENERGY INC COM 405K 7K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 390K 8K –
INTERNATIONAL BUSINESS MACHS COM 387K 2K –
ORACLE CORP COM 384K 4K –
OSHKOSH CORP COM 384K 4K –
ISHARES TR SP SMCP600VL ETF 382K 4K –
ISHARES TR IBONDS DEC 29 379K 16K –
PROLOGIS INC. COM 378K 3K –
PFIZER INC COM 376K 13K –
ELI LILLY &CO COM 373K 640 –
QUALCOMM INC COM 370K 3K –
COMCAST CORP NEW CL A 368K 8K –
ISHARES TR IBONDS DEC 2030 356K 16K –
AT&T INC COM 344K 20K –
GILEAD SCIENCES INC COM 336K 4K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 331K 6K –
NICOLET BANKSHARES INC COM 325K 4K –
COSTCO WHSL CORP NEW COM 316K 478 –
VANGUARD INDEX FDS REAL ESTATE ETF 315K 4K –
CADENCE DESIGN SYSTEM INC COM 314K 1K –
LOCKHEED MARTIN CORP COM 313K 690 –
TEXAS INSTRS INC COM 306K 2K –
PNC FINL SVCS GROUP INC COM 295K 2K –
VANGUARD INDEX FDS MCAP VL IDXVIP 292K 2K –
WELLS FARGO CO NEW COM 290K 6K –
PALO ALTO NETWORKS INC COM 280K 948 –
HONEYWELL INTL INC COM 279K 1K –
JACOBS SOLUTIONS INC COM 271K 2K –
KINDER MORGAN INC DEL COM 265K 15K –
MEDTRONIC PLC SHS 260K 3K –
FIFTH THIRD BANCORP COM 258K 7K –
T-MOBILE US INC COM 257K 2K –
ALTRIA GROUP INC COM 255K 6K –
BANK NEW YORK MELLON CORP COM 255K 5K –
HARTFORD FINL SVCS GROUP INC COM 254K 3K –
NETFLIX INC COM 249K 512 –
FORD MTR CO DEL COM 249K 20K –
GLOBAL X FDS NASDAQ 100 COVER 245K 14K –
MOODYS CORP COM 245K 627 –
FIDELITY MERRIMACK STR TR CORP BOND ETF 237K 5K –
ACCENTURE PLC IRELAND SHS CLASS A 236K 673 –
REPUBLIC SVCS INC COM 234K 1K –
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 234K 9K –
HANCOCK JOHN PFD INCOME FD SH BEN INT 234K 15K –
VANGUARD INDEX FDS VALUE ETF 230K 2K –
DANAHER CORPORATION COM 230K 996 –
PUBLIC SVC ENTERPRISE GRP IN COM 228K 4K –
CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR 226K 8K –
AMGEN INC COM 226K 786 –
3M CO COM 225K 2K –
INTUIT COM 222K 356 –
CROWN CASTLE INC COM 221K 2K –
FIDELITY NATL INFORMATION SV COM 219K 4K –
MARRIOTT INTL INC NEW CL A 213K 944 –
VISA INC COM CL A 213K 818 –
HERSHEY CO COM 212K 1K –
AMERICAN ELEC PWR CO INC COM 211K 3K –
LAMAR ADVERTISING CO NEW CL A 208K 2K –
MANHATTAN ASSOCIATES INC COM 205K 953 –
PULTE GROUP INC COM 202K 2K –
NUVEEN AMT FREE QLTY MUN INC COM 167K 15K –
HUNTINGTON BANCSHARES INC COM 134K 10K –
HIGH INCOME SECS FD SHS BEN INT 115K 18K –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 76K 13K –
DANIMER SCIENTIFIC INC COM CL A 12K 12K –
SANGAMO THERAPEUTICS INC COM 6K 11K –