Suissa Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Suissa Private Wealth is a newly registered SEC‑registered investment adviser with three advisors that offers discretionary and non‑discretionary investment management, financial planning, retirement plan advisory, and related services to individuals, high‑net‑worth individuals, non‑profits, endowments and business entities. However, the firm reported no assets under management and, at the time of its ADV filing, did not have individual or high‑net‑worth clients, reflecting its startup status.
The firm’s investment approach centers on asset allocation and fundamental analysis, typically implementing long‑term strategies with dollar‑cost averaging, periodic rebalancing, and quarterly performance reviews integrated with ongoing financial planning. Suissa Private Wealth may also allocate portions of client portfolios to unaffiliated External Managers and provides both discretionary and non‑discretionary management for qualified retirement plans and other client types.
Distinctive features noted in the brochure include a third‑party agreement with DPL Financial Partners to provide annuity and insurance analysis while the firm’s advisers, in their individual capacities, hold insurance licenses and may earn commission‑based compensation for insurance sales—an acknowledged conflict that the firm discloses. The firm also participates in a Goldman Sachs custody platform and discloses receipt of software, services, and capped financial support to assist in launching operations and reimburse certain transfer fees, arrangements the brochure identifies as potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees may be charged depending on particular services provided, specific amounts not stated.
Up to 1.50% annually
Hourly fees may be charged depending on particular services provided, specific amounts not stated.
Main office
7501 Wisconsin Avenue, Suite 760W
Bethesda MD 20814
Advisors at this office
3
Most active in
Maryland
Also doing business as
Suissa Private Wealth · Suissa Private Wealth, 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Bernard S
Series 63, Series 65
Bethesda, MD
Suissa Private Wealth
Bernard Suissa is a financial advisor at Suissa Private Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at RBC Capital Markets, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of finance, he is involved as a silent partner in an indoor gardening store and holds ownership interests in food manufacturing and guest suites businesses. Suissa Private Wealth is a newly registered investment adviser firm with three advisors, offering investment management, financial planning, and retirement plan advisory services primarily to individuals, nonprofits, and business entities. The firm's investment approach focuses on asset allocation and fundamental analysis, employing long-term strategies with periodic rebalancing and quarterly reviews, while also utilizing external managers for portions of client portfolios.
Brandon L
Series 66
Bethesda, MD
Suissa Private Wealth
Brandon Levenson is a financial advisor at Suissa Private Wealth with a Series 66 designation and one year of industry experience. His prior work includes roles at RBC Capital Markets, Jones Lang LaSalle, Farmland Partners, CBRE, Yelp, and Penn State University. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors that provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, non-profits, endowments, and business entities. The firm focuses on long-term strategies using asset allocation and fundamental analysis, incorporating dollar-cost averaging, periodic rebalancing, and quarterly performance reviews.
Emily F
CFP®, Series 66
Bethesda, MD
Suissa Private Wealth
Emily Fennell is a CFP® with four years of industry experience, currently serving as an advisor at Suissa Private Wealth. She has previously worked at RBC Capital Markets, Morgan Stanley, UBS Financial Services, and Wealthspire Advisors. Outside of finance, she has experience in the restaurant industry with roles at Harvest Kitchen and Good Enough To Eat. Suissa Private Wealth is a newly registered SEC investment adviser with three advisors, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, non-profits, endowments, and business entities. The firm’s approach focuses on asset allocation and fundamental analysis using long-term strategies with periodic rebalancing and ongoing financial planning.
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