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NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

WELLESLEY, MA · CRD 133790 · IAPD ↗ · nepwealth.com · 781-416-1700

$5.09BRegulatory AUM
10Advisory reps
21Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC reported RAUM up 70% ($3.00B -> $5.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
December 2025 — NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC notice-filed in DC, IL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.