N.E.W. Advisory Services

N.E.W. Advisory Services, LLC is an SEC-registered investment adviser in De Pere, WI, registered since 2017. The firm manages $1.6 billion in assets, with $1.5...

N.E.W. Advisory Services

N.E.W. Advisory Services, LLC is an SEC-registered investment adviser in De Pere, WI, registered since 2017. The firm manages $1.6 billion in assets, with $1.5 billion on a discretionary basis. It has 23 employees and 12 investment advisers.

General information

Firm type

Multi Family Office

What services does N.E.W. Advisory Services offer?

As a registered investment advisor, N.E.W. Advisory Services provides financial planning, asset management, and coordination of tax and estate strategies for high-net-worth clients. This is typical of RIA-managed multi-family offices.

Is N.E.W. Advisory Services a single-family office or a multi-family office?

The firm appears to operate as a multi-family office, serving multiple high-net-worth families and institutions. Its RIA registration suggests it takes on fiduciary duties to clients.

What is the source of wealth underlying N.E.W. Advisory Services?

The wealth origin is not publicly disclosed. Without named principals or known client list, it is not possible to attribute the underlying capital to a specific dynasty or industry.

Does N.E.W. Advisory Services disclose its assets under management?

No. AUM is not publicly reported. The firm's regulatory filings with the SEC may contain this information, but it is not accessible via non-subscription public sources.

What investment stages or asset classes does N.E.W. Advisory Services target?

Publicly available information is too thin to specify a stage or asset-class preference. Standard RIA multi-family offices allocate to public equities, fixed income, and alternatives, but no confirmed portfolio data exists for this firm.

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