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| Happy Holidays!! thanks for using AUM13F!! |
| ANEW Advisors LLC
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| CRD # | 316462 |
| SEC # | 801-126049 |
| CIK # | |
| AUM | $67.8 M (2025-05-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 414-704-2875 |
| Address | 11220 W Burleigh St Wauwatosa, WI 53222 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 33.3 |
| (b) Individuals (high net worth individuals) | 6 | 16.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.3 |
| (h) Charitable organizations | 40 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 67.8 |
| By Discretionary | ||
| Discretionary | 267 | 56.5 |
| Non-Discretionary | 4 | 11.3 |
| Total | 271 | 67.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 67.8 | |
| Total | 271 | 67.8 |
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|---|---|---|
|
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NY | 0.1 |
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0.1 | |
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0.1 | |
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NY | 0.1 |
|
Canterbury Investment Management LLC
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IN | 0.1 |
|
ATCAP Partners LLC
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MD | 0.1 |
|
Guidance Point Retirement Services LLC
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ME | 0.1 |
|
Shield Wealth Advisors LLC
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NY | 0.1 |