Wealth Manager
    SEC Registered
    Manages Private Funds

    N.e.w. Advisory Services, LLC

    Registered investment advisor · DE Pere, Wisconsin · CRD #290405

    Assets Under Management
    $1.6B
    Client Accounts
    9,375
    Employees
    23
    CRD Number
    290405
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About N.e.w. Advisory Services, LLC

    N.E.W. Advisory Services, LLC is a long-term investment advisory firm based in De Pere, Wisconsin, emphasizing economic, fundamental, and technical analysis. The firm manages nearly $1 billion in assets and offers clients participation in annual reviews and customizable threshold triggers.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for N.e.w. Advisory Services, LLC

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    Frequently Asked Questions

    What is N.e.w. Advisory Services, LLC's AUM?

    N.e.w. Advisory Services, LLC reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is N.e.w. Advisory Services, LLC headquartered?

    N.e.w. Advisory Services, LLC is headquartered in DE Pere, Wisconsin.

    What is N.e.w. Advisory Services, LLC's CRD number?

    N.e.w. Advisory Services, LLC's CRD number is 290405. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does N.e.w. Advisory Services, LLC manage?

    N.e.w. Advisory Services, LLC manages approximately 9,375 client accounts according to its latest SEC filing.

    Is N.e.w. Advisory Services, LLC SEC registered?

    Yes, N.e.w. Advisory Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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