Napier Financial
Napier Financial is an SEC-registered wealth manager in Braintree, MA with $550.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Napier Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336725, SEC 801-133755, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $550.1M (2026-02-05)
- Firm type
- Wealth Manager
- Location
- Braintree, MA
- Employees
- 13
- Clients
- 211
- CRD
- 336725
- Ownership
- DACUNHA, SHAUN, MICHAEL; CLEMENT, WILLIAM, FARRELL O'SULLIVAN; NAPOLITANO, ROBERT, CHRISTOPHER; WEISS, ALEXANDER, GREGORY; SCHULTE, THOMAS, WILLIAM
How much AUM does Napier Financial have?
Napier Financial reported $550.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Napier Financial?
Disclosed owners and executives of Napier Financial include DACUNHA, SHAUN, MICHAEL, CLEMENT, WILLIAM, FARRELL O'SULLIVAN, NAPOLITANO, ROBERT, CHRISTOPHER, WEISS, ALEXANDER, GREGORY, SCHULTE, THOMAS, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.