$79.3M Total AUM
$61.7M Disc. AUM
35.7% 3Y CAGR
5 Employees
172 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-12-2021
- Office Locations
- 1
Office Locations
11220 W Burleigh ST Suite 100 Wauwatosa WI
About Anew Advisors, LLC
Anew Advisors, LLC is a Wisconsin RIA focused on retirement and investment guidance for first responders and their police/fire associations. The firm emphasizes unbiased, personalized advice and building portfolios designed to support durable retirement income and tax-efficient growth, translating market and regulatory trends into clear, plain-English decisions. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$39.6M AVG AUM / ADVISOR
$460.9K AVG AUM / CLIENT
4.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
GLEN FREDRICK COLWELL
Chief Compliance Officer, Managing Partner
- CRD
- #3171133
- Ownership
- 75% or more
Available
Available
Available
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N
NICHOLAS JOHN SCHNEIDER
Financial Advisor, General Partner
- CRD
- #5951113
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,719,978 | $211,610 |
| Non-Discretionary | $17,551,118 | $2,825,000 |
| Total | $79,271,096 | $250,185 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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