# MCGLONE SUTTNER WEALTH MANAGEMENT, INC.

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 149830
- Type: SEC-registered investment adviser
- SEC file number: 801-112692
- Location: 3501 E EVERGREEN DRIVE, STE A, APPLETON, WI, 54913
- Phone: (920) 882-5299
- Latest filing: 2026-02-26
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 14
- Accounts: 2,913

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Walter Neil | SHAREHOLDER | Palm Desert, CA |
| Thomas John Suttner | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Jason Anthony Mc Glone | CO-OWNER | — |
| WASSERSTRUM ALYSSA MELANIE | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| SUTTNER THOMAS JOHN | CHIEF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ALLAN JAMES ROBERT | VICE PRESIDENT | — |
| MC GLONE JASON ANTHONY | CO-OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149830/similar
- Related entities: https://search.stillhousedata.com/firm/149830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149830

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.