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NEW WORLD ADVISORS LLC
CRD 296798File 801-113314
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$884.9M
Above cohort median (national)
Discretionary AUM
$878.0M
Non-discretionary $6.9M
Clients
105
498 accounts
Employees
5
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 25, 2018
- Principal office
- 350 LINCOLN STREET, SUITE 1100, HINGHAM, MA, 02043
- Phone
- 781-749-6922
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $884.9M
- Discretionary AUM
- $878.0M
- Non-discretionary AUM
- $6.9M
- Discretionary accounts
- 497
- Non-discretionary accounts
- 1
- Total accounts
- 498
- AUM per client
- $8.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 105 | $877.0M |
| Pension and profit sharing plans | Fewer than 5 | $6.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 102 | 105 | increased by3 |
| Apr 1, 2026 | AUM | $722,810,796 | $884,935,674 | increased by$162,124,878 |
| Apr 1, 2026 | Accounts | 448 | 498 | increased by50 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 71 | 102 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $435,646,958 | $722,810,796 | increased by$287,163,838 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 298 | 448 | increased by150 |
| Jul 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 52 | 71 | increased by19 |
| Apr 1, 2022 | AUM | $303,563,786 | $435,646,958 | increased by$132,083,172 |
| Apr 1, 2022 | Accounts | 194 | 298 | increased by104 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEW WORLD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEW WORLD” may also match similarly-named firms). Confirm identity against each filing.
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.