LP Profile

Neuenschwander Asset Management

Also known as neuenschwander

Wealth ManagerMcFarland, United StatesFounded 2003
$174M
Assets Under Management
McFarland
Headquarters
Investment Focus

About Neuenschwander Asset Management

Neuenschwander Asset Management is an independent financial advisory firm in McFarland, Wisconsin, founded in 2003, with about $174 million in reported assets. It provides personalized financial advice and tax preparation services to individuals, families and business owners. Services include retirement planning, investment management, tax management and planning, and estate and trust planning. The firm is fee-only and states it receives no compensation for recommending specific investments or products. Its investment strategy is described as low-cost, evidence-based and focused on capturing long-term market returns.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Neuenschwander Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$173.5M
Total Clients
604
Filing Date
March 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Neuenschwander Asset Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Neuenschwander Asset Management?

Neuenschwander Asset Management is a wealth manager based in McFarland, United States, managing approximately $174M in assets.

Where is Neuenschwander Asset Management headquartered?

Neuenschwander Asset Management is headquartered in McFarland, United States.

How much does Neuenschwander Asset Management manage?

Neuenschwander Asset Management manages approximately $174M in assets under management.

When was Neuenschwander Asset Management founded?

Neuenschwander Asset Management was founded in 2003.

How can I contact Neuenschwander Asset Management?

Verified contact details, key decision-makers, and investment preferences for Neuenschwander Asset Management are available on LPbacked. Create a free account to access them.