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New England Private Wealth Advisors, LLC

● SEC registered since 2005CRD 133790SEC# 801-63830Wellesley, MA
Export (members)
Reg. AUM
$3B
Employees
17
Accounts
2,761
Location
Wellesley, MA

New England Private Wealth Advisors, LLC assets under management

New England Private Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Wellesley, MA. The firm has been registered since 2005. It reports $3 billion in regulatory assets under management and employs 17 people.

New England Private Wealth Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Aspen Standard Group, LLC ControlMemberOver 75%2025
IRA Gene Rapaport ControlChief Executive OfficerUnder 5%2004
Matthew Sean MacLachlanChief Operating OfficerUnder 5%2023
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Frequently asked questions

How much does New England Private Wealth Advisors, LLC manage?

New England Private Wealth Advisors, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does New England Private Wealth Advisors, LLC have?

New England Private Wealth Advisors, LLC reports 17 employees.

Where is New England Private Wealth Advisors, LLC located?

New England Private Wealth Advisors, LLC is based in Wellesley, MA and has been SEC-registered since 2005.

Does New England Private Wealth Advisors, LLC disclose fund performance?

New England Private Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address36 Washington Street, Suite 280, Wellesley, MA 02481-1922
Phone781-416-1700
Fax781-416-1718
Office hours8:30-5:30
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.64B
Non-discretionary$358M
Total (RAUM)$3B