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ANEW ADVISORS, LLC
CRD 316462 · SEC 801-126049
11220 W BURLEIGH ST, SUITE 100, WAUWATOSA, WI, 53222, United States
Phone
414-704-2875
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$79.3M
Discretionary AUM
$61.7M
Team
5 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $46.3M |
| High net worth individuals | 6 | $15.9M |
| Pension/profit sharing plans | 5 | $16.6M |
| Charitable organizations | 2 | $606K |
All web addresses on file
Official SEC filing: View on IAPD