N.E.W. ADVISORY SERVICES, LLC
CRD #290405 SEC #801-112037 DE PERE, WI 920-712-7800
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
23
Clients
--
Accounts
8,245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $1.3B | $52M | 23 | 0 |
| Mar 2025 | $1.3B | $1.3B | $52M | 23 | 0 |
| Mar 2025 | $1.3B | $1.3B | $52M | 23 | 0 |
| Apr 2024 | $1.1B | $1.1B | $27.5M | 23 | 0 |
| Mar 2024 | $1.1B | $1.1B | $27.5M | 23 | 0 |
| Dec 2023 | $838.1M | $811.7M | $26.4M | 23 | 0 |
| Nov 2023 | $838.1M | $811.7M | $26.4M | 23 | 0 |
| Aug 2023 | $838.1M | $811.7M | $26.4M | 23 | 0 |
| Jul 2023 | $838.1M | $811.7M | $26.4M | 23 | 0 |
| Apr 2023 | $838.1M | $811.7M | $26.4M | 20 | 0 |
| Mar 2023 | $838.1M | $811.7M | $26.4M | 20 | 0 |
| Nov 2022 | $778.9M | $778.9M | $0 | 16 | 0 |
| Aug 2022 | $778.9M | $778.9M | $0 | 16 | 0 |
| Mar 2022 | $778.9M | $778.9M | $0 | 17 | 0 |
| Mar 2021 | $682.5M | $682.5M | $0 | 15 | 0 |
| Jun 2020 | $655.4M | $651.3M | $4M | 15 | 0 |
| Mar 2020 | $655.4M | $651.3M | $4M | 15 | 0 |
| Jun 2019 | $356.9M | $353.2M | $3.7M | 15 | 0 |
| Mar 2019 | $356.9M | $353.2M | $3.7M | 15 | 0 |
| Mar 2018 | $336.1M | $331.9M | $4.2M | 10 | 0 |
| Feb 2018 | $0 | $0 | $0 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$52M
Employees23
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$52M
Employees23
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$52M
Employees23
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27.5M
Employees23
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27.5M
Employees23
Clients0
DateDec 2023
Total AUM$838.1M
Discretionary$811.7M
Non-Disc.$26.4M
Employees23
Clients0
DateNov 2023
Total AUM$838.1M
Discretionary$811.7M
Non-Disc.$26.4M
Employees23
Clients0
DateAug 2023
Total AUM$838.1M
Discretionary$811.7M
Non-Disc.$26.4M
Employees23
Clients0
DateJul 2023
Total AUM$838.1M
Discretionary$811.7M
Non-Disc.$26.4M
Employees23
Clients0
DateApr 2023
Total AUM$838.1M
Discretionary$811.7M
Non-Disc.$26.4M
Employees20
Clients0
DateMar 2023
Total AUM$838.1M
Discretionary$811.7M
Non-Disc.$26.4M
Employees20
Clients0
DateNov 2022
Total AUM$778.9M
Discretionary$778.9M
Non-Disc.$0
Employees16
Clients0
DateAug 2022
Total AUM$778.9M
Discretionary$778.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$778.9M
Discretionary$778.9M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$682.5M
Discretionary$682.5M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$655.4M
Discretionary$651.3M
Non-Disc.$4M
Employees15
Clients0
DateMar 2020
Total AUM$655.4M
Discretionary$651.3M
Non-Disc.$4M
Employees15
Clients0
DateJun 2019
Total AUM$356.9M
Discretionary$353.2M
Non-Disc.$3.7M
Employees15
Clients0
DateMar 2019
Total AUM$356.9M
Discretionary$353.2M
Non-Disc.$3.7M
Employees15
Clients0
DateMar 2018
Total AUM$336.1M
Discretionary$331.9M
Non-Disc.$4.2M
Employees10
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0