NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$5,088,194,405
Discretionary
$3,806,333,114
Non-discretionary
$1,281,861,291
Firm details
- CRD number
- 133790
- SEC file number
- 801-63830
- Main office
- WELLESLEY, MA, United States
- Employees
- 21
- SEC status
- Approved
- Website
- HTTP://WWW.NEPWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.