John F Suby Wealth Management LLC

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Client assets under management

$415,740,953

Clients

183

33% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$2,271,808

About

John F. Suby Wealth Management serves individual clients, including both high‑net‑worth and non‑HNW households, providing discretionary asset management, financial planning, investment consulting, and retirement plan services. The firm manages approximately $465 million in client assets and works with a relatively small client base consistent with a two‑adviser team.

The firm typically implements client strategies by delegating ongoing portfolio management to selected sub‑advisers and third‑party managers — most often Greenrock Research, Inc. and Provident Trust Company — while retaining fiduciary oversight and offering hourly or flat‑fee planning and consulting engagements. Portfolios may include common and preferred stocks, bonds, mutual funds, ETFs, alternatives and private placements, and are reviewed at least annually with clients expected to report material changes to objectives or circumstances.

A distinctive aspect of the firm is its affiliation with a full‑service accounting practice (John F. Suby & Associates, S.C.), which can provide accounting or trustee services either under the advisory agreement or under separate arrangements; the firms also refer clients to one another. That integrated accounting-advisory relationship is uncommon among peers and is disclosed as a potential conflict of interest, with clients under no obligation to use affiliate services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Founder/Business Owner

Fee options

Fixed

Quoted in advance, usually ranging from $500 to $25,000 depending on the nature and scope of the advice

Percentage

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

Project-based

$100 to $500 per hour depending on nature and scope of advice

Other

Fee-only: Hourly fees ranging from $100 to $500 per hour; Flat fees ranging from $500 to $25,000 depending on scope

Main office location

John F Suby Wealth Management LLC

2901 West Beltline Hwy, Suite 201

Madison WI 53713, United States

Number of offices

Most active in

Florida · Illinois · Minnesota · Washington · Wisconsin

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

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

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.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner

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.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner

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