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N.E.W. ADVISORY SERVICES, LLC
CRD 290405File 801-112037
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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
23
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.