N.e.w. Advisory Services, LLC
● SEC registered since 2017CRD 290405SEC# 801-112037De Pere, WI
Reg. AUM
$1.6B
Employees
23
Accounts
9,375
Location
De Pere, WI
N.e.w. Advisory Services, LLC assets under management
N.e.w. Advisory Services, LLC is an investment advisory firm registered with the SEC based in De Pere, WI. The firm has been registered since 2017. It reports $1.6 billion in regulatory assets under management and employs 23 people.
N.e.w. Advisory Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Robert Hermsen | Member | 25-50% | 2017 |
| Debra Anne Deleers Control | Member | 25-50% | 2017 |
| Michael Gerald Whitehouse | Member | 25-50% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does N.e.w. Advisory Services, LLC manage?
N.e.w. Advisory Services, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does N.e.w. Advisory Services, LLC have?
N.e.w. Advisory Services, LLC reports 23 employees.
Where is N.e.w. Advisory Services, LLC located?
N.e.w. Advisory Services, LLC is based in De Pere, WI and has been SEC-registered since 2017.
Does N.e.w. Advisory Services, LLC disclose fund performance?
N.e.w. Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2200 Dickinson Road, Unit 17a, De Pere, WI 54115 |
| Phone | 920-712-7800 |
| Fax | 920-712-7801 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.6B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.6Bregulatory AUM
Discretionary $1.55BNon-discretionary $52.3M