NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
SEC RegisteredYour Trusted Partner for What Matters Most
About the firm
NEPWA is an SEC-registered investment advisor headquartered in Wellesley, Massachusetts, serving the greater Boston area and beyond. The firm has served high-net-worth individuals, families, and institutions since 2005, now managing over $5 billion in assets with a fiduciary commitment to transparency, objectivity, and education. NEPWA acts as a financial quarterback, coordinating investment management, tax strategy, estate planning, and retirement planning across every dimension of clients' financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, estate planning, investment management, retirement planning, and tax strategy, offered through an integrated, holistic approach with embedded tax expertise and coordination with clients' CPAs and attorneys.
Who they serve
High-net-worth individuals, families, and institutions, including high-net-worth families ready to delegate financial complexity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $25M |
| High Net Worth Individuals | 338 | $3.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| State/Municipal Entities | 58 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $8,000,000 | 0.80% |
| Over $10,000,000 | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.