NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

CRD 133790File 801-63830

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.09B

Top 25% of cohort (national)

Discretionary AUM

$3.81B

Non-discretionary $1.28B

Clients

434

3,111 accounts

Employees

Top 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jan 27, 2005
Principal office: 36 WASHINGTON STREET, SUITE 280, WELLESLEY, MA, 02481-1922
Phone: 781-416-1700
Website: HTTP://WWW.NEPWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.09B
Discretionary AUM: $3.81B
Non-discretionary AUM: $1.28B
Discretionary accounts: 2,911
Non-discretionary accounts: 200
Total accounts: 3,111
AUM per client: $11.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$6.3M
Charitable organizations	58	$1.87B
High net worth individuals	338	$3.05B
Pension and profit sharing plans	Fewer than 5	$134.3M
Individuals (other than high net worth individuals)	38	$24.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.