← Tributary

ANEW ADVISORS, LLC

WAUWATOSA, WI · CRD 316462 · IAPD ↗ · 414-704-2875

$67.8MRegulatory AUM
2Advisory reps
4Employees
1Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — ANEW ADVISORS, LLC (WAUWATOSA, WI) left the SEC roster (was $67.8M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2025 — ANEW ADVISORS, LLC reported RAUM up 34% ($50.5M -> $67.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
March 2024 — ANEW ADVISORS, LLC reported RAUM up 58% ($31.9M -> $50.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.