JOHN F SUBY WEALTH MANAGEMENT LLC

CRD 150824File 801-70434

APPROVED

Retail clients

Custody

Filing as of Apr 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$464.9M

Above cohort median (national)

Discretionary AUM

$434.6M

Non-discretionary $30.3M

Clients

196

287 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Aug 21, 2009
Principal office: 2901 WEST BELTLINE HWY, SUITE 201, MADISON, WI, 53713
Phone: 608-273-3100
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/JOHN-F-SUBY-WEALTH-MANAGEMENT-LLC

Assets & accounts

ADV Item 5F

Total regulatory AUM: $464.9M
Discretionary AUM: $434.6M
Non-discretionary AUM: $30.3M
Discretionary accounts: 284
Non-discretionary accounts: 3
Total accounts: 287
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$7.3M
Charitable organizations	6	$11.5M
High net worth individuals	61	$315.0M
Pension and profit sharing plans	Fewer than 5	$30.3M
Individuals (other than high net worth individuals)	122	$100.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.