Neuenschwander Asset Management, LLC
● SEC registered since 2022CRD 125179SEC# 801-124791McFarland, WI
Reg. AUM
$173.5M
Employees
5
Accounts
604
Location
McFarland, WI
Neuenschwander Asset Management, LLC assets under management
Neuenschwander Asset Management, LLC is a registered investment adviser overseen by the SEC based in McFarland, WI. The firm has been registered since 2022. It reports $173.5 million in regulatory assets under management and employs 5 people.
Neuenschwander Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Vincent Murphy Control | Chief Compliance Officer, Owner | 25-50% | 2010 |
| Roy Ernest Neuenschwander Control | Owner | 5-10% | 2015 |
| Timothy James Neuenschwander Control | Managing Member, Owner | 50-75% | 2015 |
Frequently asked questions
How much does Neuenschwander Asset Management, LLC manage?
Neuenschwander Asset Management, LLC reports $173.5 million in regulatory assets under management on its Form ADV.
How many employees does Neuenschwander Asset Management, LLC have?
Neuenschwander Asset Management, LLC reports 5 employees.
Where is Neuenschwander Asset Management, LLC located?
Neuenschwander Asset Management, LLC is based in McFarland, WI and has been SEC-registered since 2022.
Does Neuenschwander Asset Management, LLC disclose fund performance?
Neuenschwander Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4893 Larson Beach Rd, McFarland, WI 53558 |
| Phone | 608-838-3330 |
| Fax | 608-838-3336 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$173.5Mregulatory AUM
Discretionary $173.5M