JOHN F SUBY WEALTH MANAGEMENT LLC
CRD #150824 SEC #801-70434 MADISON, WI 608-273-3100
SEC Registered
Total AUM
$427.5M
Discretionary
$396.1M
Employees
3
Clients
10
Accounts
286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $427.5M | $396.1M | $31.4M | 3 | 0 |
| Dec 2024 | $2B | $2B | $32.3M | 4 | 0 |
| Mar 2024 | $2B | $2B | $32.3M | 4 | 0 |
| Nov 2023 | $1.8B | $1.7B | $31.8M | 5 | 0 |
| Jun 2023 | $1.8B | $1.7B | $31.8M | 5 | 0 |
| Jun 2023 | $1.8B | $1.7B | $31.8M | 5 | 0 |
| Mar 2023 | $1.8B | $1.7B | $31.8M | 5 | 0 |
| Dec 2022 | $2.4B | $2.3B | $40.4M | 5 | 0 |
| Mar 2022 | $2.4B | $2.3B | $40.4M | 5 | 0 |
| Dec 2021 | $1.5B | $1.5B | $37.6M | 5 | 0 |
| Nov 2021 | $1.5B | $1.5B | $37.6M | 5 | 0 |
| Mar 2021 | $1.5B | $1.5B | $37.6M | 5 | 0 |
| Mar 2021 | $1.5B | $1.5B | $37.6M | 5 | 0 |
| Oct 2020 | $1.3B | $1.3B | $2.3M | 5 | 0 |
| Jun 2020 | $1.3B | $1.3B | $2.3M | 5 | 0 |
| Mar 2020 | $1.3B | $1.3B | $2.3M | 5 | 0 |
| Nov 2019 | $678.3M | $648.7M | $29.6M | 7 | 0 |
| Jul 2019 | $678.3M | $648.7M | $29.6M | 7 | 0 |
| Mar 2019 | $678.3M | $648.7M | $29.6M | 7 | 0 |
| Mar 2019 | $678.3M | $648.7M | $29.6M | 7 | 0 |
| Mar 2018 | $456.4M | $423.5M | $32.8M | 4 | 0 |
| Aug 2017 | $315.1M | $286.3M | $28.8M | 6 | 200 |
| Jun 2017 | $315.1M | $286.3M | $28.8M | 6 | 200 |
| Mar 2017 | $315.1M | $286.3M | $28.8M | 6 | 200 |
| Mar 2016 | $286M | $286M | $0 | 6 | 200 |
| Oct 2015 | $276M | $276M | $0 | 6 | 200 |
| Mar 2015 | $276M | $276M | $0 | 6 | 200 |
| Mar 2014 | $264.6M | $264.6M | $0 | 6 | 200 |
| Feb 2014 | $264.6M | $264.6M | $0 | 6 | 200 |
| Feb 2014 | $264.6M | $264.6M | $0 | 6 | 200 |
| Mar 2013 | $197.6M | $197.6M | $0 | 6 | 200 |
| Mar 2013 | $197.6M | $197.6M | $0 | 6 | 200 |
| Jun 2012 | $157.8M | $157.8M | $0 | 1 | 200 |
| Jan 2012 | $157.8M | $157.8M | $0 | 1 | 200 |
| Nov 2011 | $163.9M | $163.9M | $0 | 1 | 101 |
| Apr 2011 | $163.9M | $163.9M | $0 | 5 | -- |
| Mar 2011 | $163.9M | $163.9M | $0 | 5 | -- |
| Jan 2011 | $96.9M | $96.9M | $0 | 5 | -- |
| Mar 2010 | $96.9M | $96.9M | $0 | 5 | -- |
| Oct 2009 | $60.6M | $60.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$427.5M
Discretionary$396.1M
Non-Disc.$31.4M
Employees3
Clients0
DateDec 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$32.3M
Employees4
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$32.3M
Employees4
Clients0
DateNov 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$31.8M
Employees5
Clients0
DateJun 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$31.8M
Employees5
Clients0
DateJun 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$31.8M
Employees5
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$31.8M
Employees5
Clients0
DateDec 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$40.4M
Employees5
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$40.4M
Employees5
Clients0
DateDec 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.6M
Employees5
Clients0
DateNov 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.6M
Employees5
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.6M
Employees5
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$37.6M
Employees5
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees5
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees5
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees5
Clients0
DateNov 2019
Total AUM$678.3M
Discretionary$648.7M
Non-Disc.$29.6M
Employees7
Clients0
DateJul 2019
Total AUM$678.3M
Discretionary$648.7M
Non-Disc.$29.6M
Employees7
Clients0
DateMar 2019
Total AUM$678.3M
Discretionary$648.7M
Non-Disc.$29.6M
Employees7
Clients0
DateMar 2019
Total AUM$678.3M
Discretionary$648.7M
Non-Disc.$29.6M
Employees7
Clients0
DateMar 2018
Total AUM$456.4M
Discretionary$423.5M
Non-Disc.$32.8M
Employees4
Clients0
DateAug 2017
Total AUM$315.1M
Discretionary$286.3M
Non-Disc.$28.8M
Employees6
Clients200
DateJun 2017
Total AUM$315.1M
Discretionary$286.3M
Non-Disc.$28.8M
Employees6
Clients200
DateMar 2017
Total AUM$315.1M
Discretionary$286.3M
Non-Disc.$28.8M
Employees6
Clients200
DateMar 2016
Total AUM$286M
Discretionary$286M
Non-Disc.$0
Employees6
Clients200
DateOct 2015
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$264.6M
Discretionary$264.6M
Non-Disc.$0
Employees6
Clients200
DateFeb 2014
Total AUM$264.6M
Discretionary$264.6M
Non-Disc.$0
Employees6
Clients200
DateFeb 2014
Total AUM$264.6M
Discretionary$264.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2013
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees6
Clients200
DateJun 2012
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees1
Clients200
DateNov 2011
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees1
Clients101
DateApr 2011
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$60.6M
Discretionary$60.6M
Non-Disc.$0
Employees5
Clients--