Mcglone Suttner Wealth Management, Inc.
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 708
- Avg AUM / client
- $1.4M
- Accounts
- 2,913
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 418 | $165M | 16.4% |
| High net worth individuals | 290 | $812M | 80.7% |
| Charitable organizations | 0 | $27.3M | 2.72% |
| Corporations and other businesses | Fewer than 5 clients | $1.8M | 0.18% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas John Suttner | President/Chief Compliance Officer | CFP Chartered Financial Consultant | Mar 2009 (17y) | 50% – 75% |
| Jason Anthony Mc Glone | Co Owner | CFP | Dec 2021 (5y) | 50% – 75% |
| Peter G Van Beek | Registered representative | CFP Chartered Financial Consultant | Dec 2021 (5y) | |
| Keith Forrest Peters | Registered representative | CFP | Dec 2021 (5y) | |
| Matthew Charles Suttner | Registered representative | Feb 2022 (4y) | ||
| Eliot Charles Bares | Registered representative | CFP | Dec 2024 (2y) | |
| Joseph Matthew Tuccini | Registered representative | CFP | Jan 2026 (1y) | |
| Nathaniel C Klutz | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.0B (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗