John F Suby Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$415,740,953
Clients
183
Advisors
3
of 3 employees
About
John F. Suby Wealth Management, LLC provides discretionary asset management, financial planning, investment consulting, and retirement plan services for a range of clients including individuals and retirement plans. The firm manages roughly $465 million in client assets and serves a compact client base through both discretionary and non‑discretionary arrangements.
The firm’s investment approach emphasizes matching efficient, diversified portfolios to each client’s objectives and tolerance for risk, and it commonly delegates portfolio implementation to sub‑advisers, third‑party managers, and platform providers. Wealth Management collects client information to establish objectives and risk profiles, conducts periodic reviews (at least annually), and may use mutual funds, ETFs, alternative investments, and private placements as part of portfolio construction.
A distinctive feature is the firm’s affiliation with an accounting practice, and clients may receive accounting services from that affiliate as part of their asset management relationship, with those services either included in or billed separately from advisory arrangements. The firm discloses the potential conflict of interest from cross‑referrals between the investment and accounting affiliates and relies on third‑party managers and custodians for trade execution, custody, and reporting.
Client services
Expertise
Fee options
Typically ranges from $500 to $25,000 depending on scope and services
0.30% to 1.00% annually (negotiable)
$100 to $500 per hour depending on scope and nature of advice
Main office
2901 West Beltline Hwy, Suite 201
Madison WI 53713
Advisors at this office
3
Most active in
Florida · Illinois · Minnesota · Washington · Wisconsin
Also doing business as
John F Suby Wealth Management LLC · Js Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Nicholas T
CFP®, Series 63, Series 65
Madison, WI
John F Suby Wealth Management LLC
Nicholas Toman is a CFP® professional with 16 years of industry experience. He currently works at John F Suby Wealth Management LLC and has previously held positions at Trek Financial, Empowered Financial Investments, US BANK, and Savant Wealth Management. He is also a licensed insurance agent with appointments at various insurance companies. John F Suby Wealth Management, LLC provides discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals and retirement plans. The firm manages approximately $465 million in client assets and employs an investment approach focused on diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers.
Matthew S
Madison, WI
John F Suby Wealth Management LLC
Matthew Suby is a financial advisor at John F Suby Wealth Management LLC in Madison, WI, with 27 years of industry experience. He has worked at John F Suby & Associates SC and John F Suby Wealth Management LLC since 2009. Outside of advisory services, he is a shareholder and CPA at John F. Suby & Associates, providing accounting and tax services to individuals and businesses. John F. Suby Wealth Management offers discretionary asset management, financial planning, investment consulting, and retirement plan services for individuals and retirement plans. The firm emphasizes efficient, diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers, and it provides integrated accounting services through its affiliated accounting practice.
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, holding a Series 65 credential with 14 years of industry experience. She has been with John F. Suby Wealth Management since 2012 and is also involved in accounting and bookkeeping through her ownership of AJ Restaurant Accounting, LLC and as a shareholder at John F. Suby & Associates S.C. John F. Suby Wealth Management provides discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals and retirement plans. The firm manages approximately $465 million in client assets and employs an investment approach that matches diversified portfolios to client objectives and risk tolerance, often using third-party managers and platform providers, with integrated accounting services available through an affiliated practice.
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