AdFi
NE

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

SEC Registered
WELLESLEY, MAhttps://nepwealth.com781-416-1700
Assets Under Management
$5B–$25B
Employees
21
Office Locations
2 offices
Total Accounts
3111

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)38$25M
High Net Worth Individuals338$3.0B
Investment Companies0
Pooled Investment Vehicles0
Pension/Profit Sharing Plans0
State/Municipal Entities58
Insurance Companies0
Sovereign Wealth Funds0
Corporations0

0 total clients reported on Form ADV.

Leadership

Ira Gene Rapaport
CHIEF EXECUTIVE OFFICER/MANAGING MEMBER

Office locations

2 offices in 1 state
MA
WELLESLEYHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#133790
SEC Number
801-63830
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC in WELLESLEY, MA - Financial Advisory Firm | AdvisorFinder