MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
CRD #149830 SEC #801-112692 APPLETON, WI (920) 882-5299
SEC Registered
Total AUM
$816M
Discretionary
$816M
Employees
13
Clients
--
Accounts
2,722
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $816M | $816M | $0 | 13 | 0 |
| Apr 2025 | $816M | $816M | $0 | 13 | 0 |
| Mar 2025 | $816M | $816M | $0 | 13 | 0 |
| Mar 2025 | $816M | $816M | $0 | 12 | 0 |
| Feb 2025 | $816M | $816M | $0 | 12 | 0 |
| Dec 2024 | $689.1M | $689.1M | $0 | 12 | 0 |
| Jul 2024 | $689.1M | $689.1M | $0 | 11 | 0 |
| Jun 2024 | $689.1M | $689.1M | $0 | 12 | 0 |
| Mar 2024 | $689.1M | $689.1M | $0 | 12 | 0 |
| Mar 2024 | $689.1M | $689.1M | $0 | 12 | 0 |
| Nov 2023 | $549.1M | $549.1M | $0 | 11 | 0 |
| Oct 2023 | $549.1M | $549.1M | $0 | 11 | 0 |
| Mar 2023 | $549.1M | $549.1M | $0 | 11 | 0 |
| Mar 2023 | $549.1M | $549.1M | $0 | 11 | 0 |
| Mar 2023 | $549.1M | $549.1M | $0 | 11 | 0 |
| Nov 2022 | $540.8M | $532.8M | $8.1M | 11 | 0 |
| Nov 2022 | $540.8M | $532.8M | $8.1M | 11 | 0 |
| Aug 2022 | $540.8M | $532.8M | $8.1M | 11 | 0 |
| Jun 2022 | $540.8M | $532.8M | $8.1M | 11 | 0 |
| Apr 2022 | $540.8M | $532.8M | $8.1M | 10 | 0 |
| Feb 2022 | $540.8M | $532.8M | $8.1M | 8 | 0 |
| Feb 2022 | $146.5M | $146.5M | $0 | 8 | 0 |
| Dec 2021 | $146.5M | $146.5M | $0 | 8 | 0 |
| Apr 2021 | $146.5M | $146.5M | $0 | 2 | 0 |
| Apr 2021 | $146.5M | $146.5M | $0 | 2 | 0 |
| Mar 2021 | $146.5M | $146.5M | $0 | 2 | 0 |
| Nov 2020 | $134.5M | $131.7M | $2.8M | 2 | 4 |
| Jun 2020 | $134.5M | $131.7M | $2.8M | 2 | 4 |
| Jan 2020 | $134.5M | $131.7M | $2.8M | 2 | 4 |
| Jan 2019 | $111.5M | $108.7M | $2.8M | 2 | 3 |
| Jan 2019 | $111.5M | $108.7M | $2.8M | 2 | 3 |
| Feb 2018 | $113.5M | $110.8M | $2.8M | 2 | 4 |
| May 2016 | $77M | $77M | $0 | 2 | 100 |
| Mar 2016 | $77M | $77M | $0 | 2 | 100 |
| Mar 2016 | $77M | $77M | $0 | 2 | 100 |
| Mar 2016 | $77M | $77M | $0 | 2 | 100 |
| Nov 2015 | $190.3M | $190.2M | $97.9K | 6 | 400 |
| Mar 2015 | $190.3M | $190.2M | $97.9K | 6 | 400 |
| Mar 2014 | $180M | $180M | $93K | 5 | 400 |
| Feb 2014 | $180M | $180M | $93K | 5 | 400 |
| Mar 2013 | $156.1M | $155.9M | $236.7K | 3 | 400 |
| Mar 2013 | $156.1M | $155.9M | $236.7K | 3 | 400 |
| Mar 2012 | $141.9M | $141.8M | $72.2K | 1 | 400 |
| Mar 2011 | $134.7M | $134.7M | $72K | 5 | -- |
| Feb 2011 | $134.7M | $134.7M | $72K | 5 | -- |
| Aug 2010 | $109.6M | $109.6M | $0 | 5 | -- |
| Jul 2009 | $89.8M | $89.8M | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$816M
Discretionary$816M
Non-Disc.$0
Employees13
Clients0
DateApr 2025
Total AUM$816M
Discretionary$816M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$816M
Discretionary$816M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$816M
Discretionary$816M
Non-Disc.$0
Employees12
Clients0
DateFeb 2025
Total AUM$816M
Discretionary$816M
Non-Disc.$0
Employees12
Clients0
DateDec 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees12
Clients0
DateJul 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees11
Clients0
DateJun 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$689.1M
Discretionary$689.1M
Non-Disc.$0
Employees12
Clients0
DateNov 2023
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$540.8M
Discretionary$532.8M
Non-Disc.$8.1M
Employees11
Clients0
DateNov 2022
Total AUM$540.8M
Discretionary$532.8M
Non-Disc.$8.1M
Employees11
Clients0
DateAug 2022
Total AUM$540.8M
Discretionary$532.8M
Non-Disc.$8.1M
Employees11
Clients0
DateJun 2022
Total AUM$540.8M
Discretionary$532.8M
Non-Disc.$8.1M
Employees11
Clients0
DateApr 2022
Total AUM$540.8M
Discretionary$532.8M
Non-Disc.$8.1M
Employees10
Clients0
DateFeb 2022
Total AUM$540.8M
Discretionary$532.8M
Non-Disc.$8.1M
Employees8
Clients0
DateFeb 2022
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$146.5M
Discretionary$146.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$134.5M
Discretionary$131.7M
Non-Disc.$2.8M
Employees2
Clients4
DateJun 2020
Total AUM$134.5M
Discretionary$131.7M
Non-Disc.$2.8M
Employees2
Clients4
DateJan 2020
Total AUM$134.5M
Discretionary$131.7M
Non-Disc.$2.8M
Employees2
Clients4
DateJan 2019
Total AUM$111.5M
Discretionary$108.7M
Non-Disc.$2.8M
Employees2
Clients3
DateJan 2019
Total AUM$111.5M
Discretionary$108.7M
Non-Disc.$2.8M
Employees2
Clients3
DateFeb 2018
Total AUM$113.5M
Discretionary$110.8M
Non-Disc.$2.8M
Employees2
Clients4
DateMay 2016
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees2
Clients100
DateMar 2016
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees2
Clients100
DateMar 2016
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees2
Clients100
DateMar 2016
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees2
Clients100
DateNov 2015
Total AUM$190.3M
Discretionary$190.2M
Non-Disc.$97.9K
Employees6
Clients400
DateMar 2015
Total AUM$190.3M
Discretionary$190.2M
Non-Disc.$97.9K
Employees6
Clients400
DateMar 2014
Total AUM$180M
Discretionary$180M
Non-Disc.$93K
Employees5
Clients400
DateFeb 2014
Total AUM$180M
Discretionary$180M
Non-Disc.$93K
Employees5
Clients400
DateMar 2013
Total AUM$156.1M
Discretionary$155.9M
Non-Disc.$236.7K
Employees3
Clients400
DateMar 2013
Total AUM$156.1M
Discretionary$155.9M
Non-Disc.$236.7K
Employees3
Clients400
DateMar 2012
Total AUM$141.9M
Discretionary$141.8M
Non-Disc.$72.2K
Employees1
Clients400
DateMar 2011
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$72K
Employees5
Clients--
DateFeb 2011
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$72K
Employees5
Clients--
DateAug 2010
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$89.8M
Discretionary$89.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--