Anew Advisors, LLC

RIAState Registered

Total AUM

$79.3M

Discretionary

$61.7M

78% of AUM

Avg account

$464K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: Wauwatosa, Wisconsin
CRD number: 316462
Registered since: July 8, 2022
Website: anewadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.36%
Pension & Profit Sharing Plans20.88%
HNWI20%
Charitable Organizations0.77%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Anew Advisors, LLC is an independent wealth advisory firm organized as an LLC and registered in Wisconsin. The firm serves both individual and family clients as well as institutional accounts, and describes itself as a capital allocator. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational services such as seminars and newsletters. Anew also operates as an insurance broker and uses a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees. The firm reports an equity-oriented investment preference and does not identify as an active ESG investor.