# Anew Advisors, LLC

> Anew Advisors, LLC is a state-registered investment advisory firm in Wauwatosa, WI, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 316462
- Filed as: ANEW ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wauwatosa, WI
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316462
- AdvisorCensus page: https://advisorcensus.com/firm/anew-advisors-llc-wauwatosa-wi-316462

## Quick answers

**How is Anew Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Anew Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Anew Advisors, LLC located?**
Anew Advisors, LLC's principal office is in Wauwatosa, WI, according to its Form ADV.

**Is Anew Advisors, LLC registered with the SEC or a state?**
Anew Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 316462.

**How much does Anew Advisors, LLC manage?**
Anew Advisors, LLC reports $79,271,096 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (78% discretionary).

**How have Anew Advisors, LLC's assets and staff changed since 2022?**
In the Form ADV data for Anew Advisors, LLC: Regulatory assets under management: $27,832,003 in the October 2022 data and $79,271,096 in the October 2026 data, up 185%. Total employees: 5 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Anew Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Anew Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316462

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $79,271,096
- Discretionary: $61,719,978
- Non-discretionary: $17,551,118

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $46,261,347 |
| High net worth individuals | 6 | $15,853,162 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $16,550,163 |
| Charitable organizations | 2 | $606,424 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- anewadvisors.com
- Facebook @anewadvisros
- Instagram @anewadvisors
- LinkedIn @anew-advisors
- X @anewadvisors
- YouTube @anewadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $27,832,003 | 5 | June 8, 2022 |
| October 2023 | $31,931,721 | 6 | March 20, 2023 |
| October 2024 | $50,500,000 | 3 | August 19, 2024 |
| October 2026 | $79,271,096 | 5 | September 22, 2026 |

Regulatory assets under management: $27,832,003 in the October 2022 data and $79,271,096 in the October 2026 data, up 185%.
Total employees: 5 in October 2022 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anew Advisors, LLC (CRD 316462): Form ADV filing data as of October 2026.