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NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

dba NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC · CRD 133790 · Registered Investment Adviser

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC is a Registered Investment Adviser headquartered in WELLESLEY, MA. The firm reports $5,088,194,405 in regulatory assets under management across 3,111 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$3,806,333,114
Non-discretionary$1,281,861,291
Total RAUM$5,088,194,405
Accounts3,111

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 133790. adviserinfo.sec.gov/firm/summary/133790.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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