JOHN F SUBY WEALTH MANAGEMENT LLC
B59
CRD 150824·SEC 801-70434·MADISON, WI
AUM
$464.9M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $678.3M
'21 · $1.29B
'22 · $1.54B
'23 · $2.38B
'25 · $427.5M
'26 · $464.9M
'20'26
$678.3M → $464.9M▼ -31%
Client mix
| Individuals Other | 122 |
| Individuals High Net Worth | 61 |
| Corporations | 7 |
| Charitable Organizations | 6 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
6 advisors → 3 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.