Sumnicht & Associates is a wealth manager based in Appleton, United States, founded in 1988. Verified contact details, AUM data, and investment preferences on FindLPs.
Sumnicht & Associates (Sumnicht) is an investment advisor based in Appleton, Wisconsin. Established in 1988, the firm provides wealth management and multi-family office services to its clients, which include, families, foundations, trusts, and institutions. Additionally, it provides investment advisory, estate planning, tax management, and retirement planning services.
Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Conservative Allocation, Equity/Mutual Funds, Equity Securities, Options Trading Finance, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 5485 West Grande Market Drive\nAppleton\nWisconsin\n54914\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.