Investment adviser · CRD 342601
SUISSA PRIVATE WEALTH
Investment adviser filing (IA)
SUISSA PRIVATE WEALTH, LLC
BETHESDA, MD, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
7501 WISCONSIN AVENUE, SUITE 760WBETHESDA, MD, 20814, United States
CRD 342601
Filing source
Form ADV 2135579 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.