SUSKO WEALTH ADVISORS

SUSKO WEALTH ADVISORS of NAPLES, FL is an SEC-registered investment adviser (CRD 329858). Regulatory assets under management: $51.9M.

Registration

• CRD: 329858
• Type: Registered investment adviser
• Location: 4850 TAMIAMI TRAIL NORTH, NAPLES, FL, 34103
• Phone: (239) 598-0093
• Latest filing: 2026-03-31
• Regulatory AUM: $51.9M
• Discretionary AUM: $51.9M
• Clients: 1
• Accounts: 220

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329858 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search