Suissa Private Wealth

Overview

Suissa Private Wealth is organized as a limited liability company and completed SEC registration in 2026. The firm is individually owned and charges clients on a percentage-of-AUM fee basis. Its advisory scope encompasses financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Suissa Private Wealth identifies as a capital allocator but is not designated as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm is newly formed and classified as Unclassified in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices