Suissa Private Wealth

Overview

Suissa Private Wealth is a newly formed limited liability company that registered with the SEC in 2026. The firm is owned by an individual and operates on a percentage-of-assets-under-management fee model. It identifies as a capital allocator and is classified as Unclassified in the snapshot data. The practice does not self-identify as an active ESG investor and is not recorded as a multi-state adviser. Advisory services are concentrated on comprehensive financial planning and portfolio management across individual and small-business clients, as well as for businesses or institutional entities. The firm also lists the selection of other advisers as part of its offering, indicating a willingness to outsource or bring in external managers where appropriate. It does not position itself as a pension consultant and is not listed as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives