SUTTON WEALTH ADVISORS, INC.
CRD #145359 SEC #801-68454 TAMPA, FL 813-514-1800
SEC Registered
Total AUM
$392.7M
Discretionary
$386.1M
Employees
8
Clients
101
Accounts
632
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 2, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| SUTTON WEALTH MANAGEMENT, INC. | DE | OWNER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SUTTON, WALLACE, EDWARD | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUTTON, WALLACE, EDWARD | I | SUTTON WEALTH MANAGEMENT, INC. | E | Control |
Registrations
Federal
IA
Jan 2, 2024 REGISTERED
Notice Filings (8)
FL GA KY LA NC NH SC TX
Address
3708 WEST SWANN AVENUESUITE 102
TAMPA, FL 33609
United States
Phone: 813-514-1800