N.E.W. ADVISORY SERVICES, LLC

CRD 290405File 801-112037

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.60B

Top 25% of cohort (national)

Discretionary AUM

$1.55B

Non-discretionary $52.3M

Clients

4,862

9,375 accounts

Employees

Top 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 15, 2017
Principal office: 2200 DICKINSON ROAD, UNIT 17A, DE PERE, WI, 54115
Phone: 920-712-7800
Website: http://www.alberts-cpa.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.60B
Discretionary AUM: $1.55B
Non-discretionary AUM: $52.3M
Discretionary accounts: 8,318
Non-discretionary accounts: 1,057
Total accounts: 9,375
AUM per client: $329K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	20	$3.8M
High net worth individuals	535	$808.3M
Individuals (other than high net worth individuals)	4,307	$789.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	4,347	4,862	increased by515
Apr 1, 2026	AUM	$1,341,505,840	$1,601,996,307	increased by$260,490,467
Apr 1, 2026	Accounts	8,245	9,375	increased by1,130
May 1, 2025 vs Oct 1, 2022	Employees	16	23	increased by7
May 1, 2025 vs Oct 1, 2022	Clients	2,626	4,347	increased by1,721
May 1, 2025 vs Oct 1, 2022	AUM	$778,921,672	$1,341,505,840	increased by$562,584,168
May 1, 2025 vs Oct 1, 2022	Accounts	2,626	8,245	increased by5,619
Sep 1, 2022	Employees	17	16	decreased by1
Apr 1, 2022	Employees	15	17	increased by2
Apr 1, 2022	Clients	2,450	2,626	increased by176
Apr 1, 2022	AUM	$682,500,000	$778,921,672	increased by$96,421,672
Apr 1, 2022	Accounts	2,450	2,626	increased by176
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ADVISORY SERVICES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISORY SERVICES” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.