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NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD 133790 · SEC 801-63830
36 WASHINGTON STREET, SUITE 280, WELLESLEY, MA, 02481-1922, United States
Phone
781-416-1700
Fax
781-416-1718
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.09B
Discretionary AUM
$3.81B
Team
21 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $24.8M |
| High net worth individuals | 338 | $3.05B |
| Charitable organizations | 58 | $1.87B |
States served
CA, DC, IL, MA, NY, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD