ANEW ADVISORS, LLC

RIASEC RegisteredEst. 2022

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, owner-operated registered investment adviser that positions itself as a capital allocator for individuals, families and select institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, runs educational workshops and publishes client communications, and also operates in an insurance brokerage capacity. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagement models are used depending on client needs. Investment activity is tilted heavily toward public equities: the firm reports a clear preference for exchange-traded equities as the dominant implementation vehicle. Anew Advisors is set up to manage both discretionary and non-discretionary mandates and also sources third-party managers when specialized exposure is required. The firm is not an active ESG investor and is classified as a single-state adviser.