New England Private Wealth Advisors, LLC
● SEC registered since 2005CRD 133790SEC# 801-63830Wellesley, MA
Reg. AUM
$5.09B
Employees
21
Accounts
3,111
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 $5.1 billion in regulatory assets under management and employs 21 people.
New England Private Wealth Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspen Standard Group, LLC Control | Member | Over 75% | 2025 |
| IRA Gene Rapaport Control | Chief Executive Officer | Under 5% | 2004 |
| Matthew Sean MacLachlan | Chief Operating Officer | Under 5% | 2023 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does New England Private Wealth Advisors, LLC manage?
New England Private Wealth Advisors, LLC reports $5.1 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 21 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
| Address | 36 Washington Street, Suite 280, Wellesley, MA 02481-1922 |
| Phone | 781-416-1700 |
| Fax | 781-416-1718 |
| Office hours | 8:30-5:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.09B▲ 70%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$5.09Bregulatory AUM
Discretionary $3.81BNon-discretionary $1.28B