Overview
Assets Under Management: $174 million
Headquarters: MCFARLAND, WI
High-Net-Worth Clients: 35
Average Client Assets: $2.6 million
Frequently Asked Questions
NEUENSCHWANDER ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125179), NEUENSCHWANDER ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NEUENSCHWANDER ASSET MANAGEMENT, LLC is headquartered in MCFARLAND, WI.
NEUENSCHWANDER ASSET MANAGEMENT, LLC serves 35 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, NEUENSCHWANDER ASSET MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
NEUENSCHWANDER ASSET MANAGEMENT, LLC manages $174 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, NEUENSCHWANDER ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.42%
Average Client Assets: $2.6 million
Total Client Accounts: 604
Discretionary Accounts: 604
Regulatory Filings
CRD Number: 125179
Filing ID: 2077673
Last Filing Date: 2026-03-20 10:04:08