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NEW WORLD ADVISORS LLC

HINGHAM, MA · CRD 296798 · IAPD ↗ · 781-749-6922

$884.9MRegulatory AUM
2Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — NEW WORLD ADVISORS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — NEW WORLD ADVISORS LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2025 — NEW WORLD ADVISORS LLC reported RAUM up 32% ($548.6M -> $722.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — NEW WORLD ADVISORS LLC crossed $500M in regulatory AUM ($453.2M -> $548.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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