← Tributary

JOHN F SUBY WEALTH MANAGEMENT LLC

MADISON, WI · CRD 150824 · IAPD ↗ · 608-273-3100

$464.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
March 2025 — JOHN F SUBY WEALTH MANAGEMENT LLC reported RAUM down 79% ($2.01B -> $427.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.