NPA ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- FAIR LAWN, New Jersey
- CRD number
- 131534
- Registered since
- February 23, 2006
- Website
- www.nationwideplanning.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI49.38%
- Individuals29.11%
- Pension & Profit Sharing Plans14.84%
- Corporations / Businesses6.46%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
NPA Asset Management, LLC is an SEC-registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm combines advisory services—financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of sub‑advisers—with broker‑dealer and insurance broker activities. That operating mix gives NPA direct distribution capability for insurance and annuity solutions alongside its advisory platform and also supports allocating to third‑party alternative managers. The firm displays a clear preference for equity exposure and liquid marketable instruments while retaining the ability to deploy less liquid or specialized strategies through external managers. NPA is not positioned as an active ESG investor; its model emphasizes conventional portfolio construction augmented by alternative asset classes for diversification and return enhancement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds16%
- US Government Bonds10%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
Owners & executives
3 of 5JAMES COLLEARY
Chief Compliance OfficerCRD 5844640
MICHAEL KARALEWICH
Chief Executive OfficerCRD 2910052
SEAVER WANG
President and Chief Investment OfficerCRD 4643543
Contacts
3 of 48JAMES NOBLE
Managing DirectorCRD 1685505
JEFFREY LAPETINA MAFUZ
Financial AdvisorCRD 5759054
THERESA YAROSH
Founder and PresidentCRD 1693824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIR LAWN, NJ
BERGEN
Location
FAIR LAWN, NJ
Headquartered in FAIR LAWN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 32-16 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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