New England Private Wealth Advisors, LLC
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
FINTRXOverview
New England Private Wealth Advisors, LLC is an independent registered investment advisor organized as an LLC and SEC-registered since 2005. The firm serves both individual/family and institutional clients and bills using a combination of percentage-of-AUM and fixed fees. It acts as a capital allocator, sourcing and placing client capital with third-party managers as part of its advisory mandate. Core advisory services include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. The firm does not present itself as an active ESG investor. The organization was named to Forbes’ lists of Top RIA Firms in both 2022 and 2023.
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities29%
- Cash & Cash Equivalents12%
- US Government Bonds8%
- State & Local Bonds1%
Owners & executives
3 of 4Melissa Boccaci
Chief Compliance OfficerCRD 4555001
Matthew Maclachlan
Chief Operating OfficerCRD 7896014
Nicholas Distefano
Chief Planning OfficerCRD 8198728
Contacts
3 of 7Sarah Lewis
Financial Planning AssociateCRD 6097973
James Karamourtopoulos
Investment Adviser RepresentativeCRD 6899394
Caitlin Polson
Financial AdvisorCRD 5922280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 232Active vs passive
$1.2B in ETFs
67%
$805M
25%
$390M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $52.5M | 219,810 | 4.39% |
Location
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
Similar firms
Washington Trust Advisors
RIAWellesley, MA
Rose Grove Capital Management, LLC
RIAWellesley, MA
Twin Oak ETF Company
RIAWellesley, MA
Empirical Asset Management, LLC
RIAWellesley, MA
Range Rock Capital
RIAWellesley, MA
Peak Financial Management Inc
RIAWellesley, MA