NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
SEC file number 801-63830
· WELLESLEY, MA
https://nepwealth.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.68B
Discretionary AUM
$2.33B
Employees
18
Clients
—
Firm
- Address
- 36 WASHINGTON STREET, SUITE 280
WELLESLEY, MA 02481-1922 - Phone
- —
- Website
- https://nepwealth.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- New England 5 Holdings, LP High name-match confidence · CIK 2093488 · VA
- New England 5 Select, LP High name-match confidence · CIK 2092343 · VA
- NEW ENGLAND LIFE INSURANCE CO High name-match confidence · CIK 1030011 · NC
- New England Rural Broadband 3, LLC High name-match confidence · CIK 2143395 · WA
- Housing New England, Fund VII Limited Partnership Medium name-match confidence · CIK 2128222 · ME
- Housing New England, Fund VI LP Medium name-match confidence · CIK 2064164 · ME
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NEW ENGLAND LIFE INSURANCE CO · D/A · Sep 25, 2026
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NEW ENGLAND LIFE INSURANCE CO · D/A · Sep 25, 2026
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New England Rural Broadband 3, LLC · D · Jul 8, 2026$80M
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Housing New England, Fund VII Limited Partnership · D · Apr 15, 2026$81.8M
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New England 5 Select, LP · D · Nov 20, 2025$14.4M
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New England 5 Holdings, LP · D · Nov 20, 2025$6.3M
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NEW ENGLAND LIFE INSURANCE CO · D/A · Sep 26, 2025
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NEW ENGLAND LIFE INSURANCE CO · D/A · Sep 26, 2025
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Housing New England, Fund VI LP · D · Apr 9, 2025$75M