Susko Wealth Advisors

Overview

Susko Wealth Advisors is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients, including small-business owners. The firm combines financial planning with discretionary portfolio management and bills primarily on a percentage-of-assets basis. Investment activity shows a clear tilt toward equities; the firm’s stated preference and largest allocations are to non-exchange-traded equity instruments, supplemented by mutual funds and third-party alternative managers. Susko Wealth Advisors is not positioned as an ESG investor, does not act as a capital allocator to outside private managers in a broad sense, and does not hold a multi-state adviser registration.

Assets & Accounts

Investments & Alternatives

Location & Offices