|Sutton Wealth Advisors, Inc. is a RIA based in Tampa, FL with $148M in AUM and with 2 advisors nationwide. Wallace Edward Sutton is the majority owner of the firm and has been in this role with the firm since 2007.|
|Wallace Edward Sutton||Nov 2007|
|William Patrick Hussey||Jun 2009|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Wallace Edward Sutton (75% or more)
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Wallace Edward Sutton||President/Chief Compliance Officer||09/01/2007|
No firm affiliates listed.
3708 West Swann Avenue
Tampa , FL 33609
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees