Multi Family Office

Sumnicht & Associates, LLC

Sumnicht & Associates, LLC is a multi-family office headquartered in Appleton, United States.

Sumnicht & Associates, LLC

Sumnicht & Associates, LLC

Sumnicht & Associates, LLC is a multi-family office headquartered in Appleton, United States. Founded in 1988, the firm originates its wealth from founder Vern Sumnicht’s investment advisory practice and now provides integrated wealth management, investment consulting, estate planning, and tax coordination for affluent families, foundations, and trusts, allocating capital across traditional and alternative asset classes to preserve and grow multigenerational portfolios.

General information

Firm type

Multi Family Office

Year founded

1988

AUM

Location

Region

North America

Country

City

Appleton

Corporate office

Frequently asked questions

What is Sumnicht & Associates, LLC?

Sumnicht & Associates, LLC is a multi family office headquartered in Appleton.

When was Sumnicht & Associates, LLC founded?

Sumnicht & Associates, LLC was founded in 1988.

Where is Sumnicht & Associates, LLC headquartered?

Sumnicht & Associates, LLC is headquartered in Appleton, in the North America region.

What does Altss track for Sumnicht & Associates, LLC?

Altss maintains an OSINT-verified profile of Sumnicht & Associates, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Sumnicht & Associates, LLC's website?

Sumnicht & Associates, LLC's public website is www.sumnicht.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Sumnicht & Associates, LLC?

Sumnicht & Associates, LLC is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Sumnicht & Associates, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Sumnicht & Associates, LLC?

Sumnicht & Associates, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classLive OSINT deal alerts
Start your free trial

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo