Neumann Capital Management
Neumann Capital Management is an SEC-registered wealth manager in Foster City, CA with $630.3M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Neumann Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112182, SEC 801-41001, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $630.3M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Foster City, CA
- Employees
- 4
- Clients
- 191
- CRD
- 112182
- Ownership
- NEUMANN, DANIEL, JOHN; RICHARDSON, DAVID, ALLEN; HEREFORD, NINETTE, MARIE; PLATT, DANIEL, GERALD; ATANASSOV, EKATERINA, DIMITROVA
How much AUM does Neumann Capital Management have?
Neumann Capital Management reported $630.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Neumann Capital Management?
Disclosed owners and executives of Neumann Capital Management include NEUMANN, DANIEL, JOHN, RICHARDSON, DAVID, ALLEN, HEREFORD, NINETTE, MARIE, PLATT, DANIEL, GERALD, ATANASSOV, EKATERINA, DIMITROVA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.