← Tributary

SUISSA PRIVATE WEALTH

BETHESDA, MD · CRD 342601 · IAPD ↗ · suissaprivatewealth.com · 202-490-0318

$0Regulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
September 2026 — SUISSA PRIVATE WEALTH (BETHESDA, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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