RIA Intel›Advisers›Wisconsin›ANEW ADVISORS, LLC

ANEW ADVISORS, LLC

Advisory

N·WAUWATOSA, WI

Data as of Aug 19, 2024 · Source: SEC Form ADV

Total AUM

$68M

1-Year AUM Growth

+58.1%

3-Year CAGR

+16.6%

Employees

2

Assets Under Management

Total AUM$68M

Discretionary AUM$57M

Non-Discretionary AUM$11M

Discretionary %83.3%

Total Clients141

Team

Total Employees2

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record6

First FilingJun 8, 2022

Latest FilingAug 19, 2024

🔒 Full AUM trend chart and 6 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ANEW ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.