Anew Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,114,509
Clients
164
Advisors
2
of 5 employees
About
Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting primarily to individual clients, including high-net-worth households, as well as plans, trusts, and other entities. The firm offers ongoing portfolio management, held‑away account management using a third‑party platform, and limited-scope fixed-fee planning engagements.
The firm’s investment process draws on fundamental, cyclical, economic and demographic analysis to inform strategic asset allocation, dividend‑income approaches and both long‑ and short‑term trading decisions, and it may engage independent managers for portions of client assets. Anew monitors accounts regularly, rebalances held‑away assets as needed, and provides periodic reporting such as quarterly portfolio statements and rate-of‑return reports.
Distinctive features in the brochure include that Anew’s representatives are licensed insurance agents/brokers and the firm discloses it sells insurance products and receives customary commissions, a potential conflict it says it will manage and disclose. The firm also emphasizes client education and outreach — providing participant and fiduciary education for retirement-plan clients, sponsoring and participating in educational seminars and client events (including product‑sponsored events), and issuing written summaries of material brochure changes to clients.
Client services
Expertise
Fee options
Fixed fee engagements negotiated and agreed upon in advance; fees prorated if engagement terminated early
$0 - $250,000: 1.25% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,500,000: 0.65% $2,500,000 - $5,000,000: 0.55% $5,000,000 - $10,000,000: 0.50% $10,000,000 - $25,000,000: 0.35% $25,000,000+: Negotiable
$250 to $2,000 per hour depending on the nature of work and experience
Account minimum: $100,000 Fee-only: Hourly rates between $250 and $2,000 per hour depending on engagement and experience
Main office
11220 W Burleigh St, Suite 100
Wauwatosa WI 53222
Advisors at this office
2
Most active in
Wisconsin
Also doing business as
Anew Advisors · Anew Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Glen C
Series 63, Series 66
Wauwatosa, WI
Anew Advisors, LLC
Glen Colwell is a financial advisor at Anew Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at AdviseMe National Advisors and Independent Financial Group prior to joining Anew Advisors in 2021. Glen is also a licensed insurance agent and offers insurance products as part of his services. Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting to individuals, employer-sponsored plans, trusts, and other entities. The firm combines fundamental and economic analysis with strategic asset allocation and uses independent managers as part of its investment approach.
Nicholas S
Series 63, Series 66
Wauwatosa, WI
Anew Advisors, LLC
Nicholas Schneider is a financial advisor with Anew Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at Independent Financial Group, LLC, TD Ameritrade, Scottrade, and other financial firms. Outside of advising, he serves on the board of the West De Pere Wrestling Club booster organization. Anew Advisors provides discretionary and non-discretionary investment management and retirement-plan consulting primarily to individual clients, including high-net-worth households, as well as plans, trusts, and other entities. The firm’s investment approach incorporates fundamental, cyclical, economic, and demographic analysis to guide strategic asset allocation and trading decisions, with ongoing portfolio monitoring and education efforts for clients.
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