NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2005
Total AUM
$5.1B
Discretionary
$3.8B
75% of AUM
Avg account
$1.6M
Accounts
3,111
Employees
21
Advisory reps
11

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
133790
Registered since
January 27, 2005
Website
www.nepwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI59.9%
  • Charitable Organizations36.84%
  • Pension & Profit Sharing Plans2.64%
  • Individuals0.49%
  • Corporations / Businesses0.12%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

New England Private Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2005. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, using third‑party managers alongside in‑house portfolio work. Compensation is primarily asset‑based with some fixed fee arrangements. Its listed advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm is not identified as an active ESG investor. New England Private Wealth Advisors was named to Forbes’ Top RIA Firms lists in 2022 and 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 29%, Cash & Cash Equivalents 12%, US Government Bonds 8%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents12%
  • US Government Bonds8%
  • State & Local Bonds1%

Owners & executives

3 of 4

  • MELISSA BOCCACI

    Chief Compliance OfficerCRD 4555001

  • MATTHEW MACLACHLAN

    Chief Operating OfficerCRD 7896014

  • Nicholas Distefano

    Chief Planning OfficerCRD 8198728

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Contacts

3 of 7

  • SARAH LEWIS

    Financial Planning AssociateCRD 6097973

  • James Karamourtopoulos

    Investment Adviser RepresentativeCRD 6899394

  • CAITLIN POLSON

    Financial AdvisorCRD 5922280

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 218

Active vs passive

$1B in ETFs

Passive

70%

$707M

Active

22%

$299M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG)Vanguard$47.5M220,8614.73%
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Location

Primary office

WELLESLEY, MA

NORFOLK

Location

WELLESLEY, MA

Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
36 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth