RIA Intelligence

SUMNICHT & ASSOCIATES, LLC

CRD #111421 SEC #801-60309 APPLETON, WI 920-731-4455
SEC Registered
Total AUM
$100.4M
Discretionary
$52.6M
Employees
4
Clients
10
Accounts
69

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 17, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AUDETTE, EVAN, ANTHONYICHIEF FINANCIAL OFFICERNA Control
AUDETTE, EVAN, ANTHONYICFONA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CCO, CFO, COONA Control
HACKNEY, DAVID, EDWINICHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINICHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINICHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINICCO, CFO, COONA Control
HACKNEY, DAVID, EDWINICCO, CFO, COONA Control
HACKNEY, DAVID, EDWINICCO, CFO, COONA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
HACKNEY, DAVID, EDWINIMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
MEHROTRA, PRATEEKICHIEF INVESTMENT OFFICERNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
RIEDL, ROBERT, LOUISIDIRECTOR OF WEALTH MANAGEMENTNA Control
SELF, CHARLES, HENRYICHIEF INVESTMENT OFFICERNA Control
SELF, CHARLES, HENRYICHIEF INVESTMENT OFFICERNA Control
SELF, CHARLES, HENRYICHIEF INVESTMENT OFFICERNA Control
SELF, CHARLES, HENRYICHIEF INVESTMENT OFFICERNA Control
SELF, CHARLES, HENRYICHIEF INVESTMENT OFFICERNA Control
SELF, CHARLES, HENRYICHIEF INVESTMENT OFFICERNA Control
SELF, CHARLES, HENRYICHIEF INVESTMENT OFFICERNA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEONA Control
SUMNICHT, VERNON, COFFEYICEO, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICEO, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICEO, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
SUMNICHT, VERNON, COFFEYICHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICERNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA
WANTA, LINDA, MARLENEIOPERATIONS DIRECTORNA Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT HOLDINGS, LLCDEHOLDING COMPANYE Control
SUMNICHT, VERNON, COFFEYIOWNERE Control
SUMNICHT, VERNON, COFFEYIOWNERE Control
SUMNICHT, VERNON, COFFEYIOWNERE Control
SUMNICHT, VERNON, COFFEYIOWNERE Control
SUMNICHT, VERNON, COFFEYIOWNER/CEOE Control
SUMNICHT, VERNON, COFFEYIOWNERE Control
SUMNICHT, VERNON, COFFEYIOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, VERNON, COFFEYISUMNICHT HOLDINGS, LLCD Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control
SUMNICHT, DEBRAISUMNICHT HOLDINGS, LLCC Control

Registrations

Federal

IA
Mar 17, 2025 REGISTERED

Notice Filings (5)

CA FL MA TX WI

Address

5485 W GRANDE MARKET DRIVE
SUITE D
APPLETON, WI 54913
United States
Phone: 920-731-4455