Data / Investment advisers / Wisconsin / Neuenschwander Asset Management, LLC
Neuenschwander Asset Management, LLC, McFarland, WI: $174 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Neuenschwander Asset Management, LLC is an SEC registered investment adviser with its main office in McFarland, Wisconsin and reports $174 million in regulatory assets under management in its Form ADV filed June 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Neuenschwander Asset Management, LLC (CRD number 125179): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 125179
- SEC file number
- 801-124791
- SEC status
- Approved, effective April 29, 2022
- Main office
- 4893 Larson Beach Rd, McFarland, WI 53558
- Phone
- (608) 838-3330
- Website
- namadvisors.com
- Regulatory AUM
- $173,511,055 in the Form ADV filed June 24, 2026
- Discretionary AUM
- $173,511,055
- Accounts
- 604
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $92.7 million |
| Individuals (other than high net worth individuals) | 161 | $80.5 million |
| Charitable organizations | 3 | $355,295 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $173.5 million | March 20, 2026 |
| December 1, 2025 | $149 million | March 24, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Granite Financial Group | Brookfield | $186.2 million | Not listed | adviserinfo.sec.gov |
| Wisconsin Wealth Advisors, LLC | Sun Prairie | $178 million | Not listed | adviserinfo.sec.gov |
| Hoff Private Wealth | Wausau | $177.5 million | Not listed | adviserinfo.sec.gov |
| Collar Capital Management, LLC | Appleton | $176.3 million | Not listed | adviserinfo.sec.gov |
| Fiduciary Financial Planning Network | Onalaska | $175.7 million | Not listed | adviserinfo.sec.gov |
| Stonehaven Wealth & Tax Solutions | Appleton | $168.2 million | Not listed | adviserinfo.sec.gov |
| McKinley Money, LLC | Eau-Claire | $163.7 million | Not listed | adviserinfo.sec.gov |
| Elite Wealth Management, Inc. | Plover | $161.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Neuenschwander Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.