ANEW ADVISORS, LLC

ANEW ADVISORS, LLC of WAUWATOSA, WI is an SEC-registered investment adviser (CRD 316462). Regulatory assets under management: $79.3M.

Registration

• CRD: 316462
• SEC file number: 801-126049
• Type: Registered investment adviser
• Location: 11220 W BURLEIGH ST, WAUWATOSA, WI, 53222
• Phone: 414-704-2875
• Latest filing: 2026-03-16
• Regulatory AUM: $79.3M
• Discretionary AUM: $61.7M
• Non-discretionary AUM: $17.6M
• Clients: 5
• Accounts: 171

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316462 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search