NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
Adviser information for NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,667 | $2.3B |
| Non-Discretionary | 75 | $353.5M |
| Total | 2,742 | $2.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 27 | $10.2M |
| HNW Individuals | 305 | $2.1B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 13 | $556.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
36 WASHINGTON STREET, SUITE 280WELLESLEY
MA
United States
Monday - Friday, 8:30-5:30
Tel: 781-416-1700, Fax: 781-416-1718
Websites
Chief Compliance Officer
MELISSA G BOCCACI
PRESIDENT/SENIOR WEALTH ADVISOR
36 WASHINGTON STREET, SUITE 280
WELLESLEY
MA
United States
Tel:
781-416-1707
Fax:
781-416-1718
M**************@************M
(Full email address available in API data)
Regulatory Contact
IRA G RAPAPORT
CEO/MANAGING MEMBER
36 WASHINGTON STREET, SUITE 280
WELLESLEY
MA
United States
Tel:
781-416-1701
Fax:
781-416-1718
I***********@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RAPAPORT, IRA, GENE | Individual | – | CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | 12/2004 | > 75% |
| RAPAPORT, BETH | Individual | – | CHIEF FINANCIAL OFFICER | 12/2004 | < 5% |
| BOCCACI, MELISSA, GRIFFIN | Individual | – | SENIOR FINANCIAL ADVISOR/CHIEF COMPLIANCE OFFICER | 03/2012 | < 5% |
| MACLACHLAN, MATTHEW, SEAN | Individual | – | CHIEF OPERATING OFFICER | 08/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 2023 ETF SERIES TRUST II | GMO US QUALITY E | 2M | 75K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3M | 32K | – |
| ARK ETF TR | GENOMIC REV ETF | 270K | 11K | – |
| ARK ETF TR | INNOVATION ETF | 1M | 29K | – |
| BROADSTONE NET LEASE INC | COM | 28M | 2M | – |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 6M | 195K | – |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 2M | 57K | – |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 1M | 26K | – |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 15M | 288K | – |
| DIVERSIFIED HEALTHCARE TR | COM SH BEN INT | 62K | 20K | – |
| EA SERIES TRUST | FREEDOM 100 EM | 4M | 114K | – |
| ETF SER SOLUTIONS | NETLEASE CORP | 683K | 29K | – |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 892K | 29K | – |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 276K | 6K | – |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 230K | 7K | – |
| FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 11M | 152K | – |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 8M | 261K | – |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 9M | 77K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 32M | 779K | – |
| GLOBAL X FDS | US INFR DEV ETF | 8M | 205K | – |
| GOLDMAN SACHS ETF TR | INNOVAT EQ ETF | 380K | 7K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 24M | 368K | – |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 4M | 40K | – |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 4M | 102K | – |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 994K | 26K | – |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 1M | 16K | – |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 10M | 196K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 10M | 64K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 22M | 597K | – |
| INVESCO QQQ TR | UNIT SER 1 | 8M | 17K | – |
| ISHARES GOLD TR | ISHARES NEW | 1M | 30K | – |
| ISHARES INC | FRONTIER AND SEL | 545K | 20K | – |
| ISHARES INC | MSCI EMERG MRKT | 1M | 26K | – |
| ISHARES TR | CORE DIV GRWTH | 399K | 7K | – |
| ISHARES TR | CORE HIGH DV ETF | 335K | 3K | – |
| ISHARES TR | CORE MSCI EAFE | 2M | 24K | – |
| ISHARES TR | CORE MSCI INTL | 856K | 13K | – |
| ISHARES TR | CORE S&P MCP ETF | 3M | 47K | – |
| ISHARES TR | CORE S&P US GWT | 219K | 2K | – |
| ISHARES TR | CORE S&P500 ETF | 4M | 7K | – |
| ISHARES TR | CORE US AGGBD ET | 1M | 14K | – |
| ISHARES TR | ESG AW MSCI EAFE | 410K | 5K | – |
| ISHARES TR | EXPONENTIAL TECH | 17M | 285K | – |
| ISHARES TR | GL CLEAN ENE ETF | 142K | 11K | – |
| ISHARES TR | GRWT ALLOCAT ETF | 639K | 11K | – |
| ISHARES TR | IBONDS 24 TRM HG | 207K | 9K | – |
| ISHARES TR | IBONDS 25 TRM HG | 815K | 35K | – |
| ISHARES TR | IBONDS DEC | 4M | 140K | – |
| ISHARES TR | IBONDS DEC 25 | 3M | 97K | – |
| ISHARES TR | IBONDS DEC 26 | 429K | 17K | – |
| ISHARES TR | IBONDS DEC2026 | 2M | 94K | – |
| ISHARES TR | IBONDS DEC24 ETF | 6M | 220K | – |
| ISHARES TR | IBONDS DEC25 ETF | 5M | 218K | – |
| ISHARES TR | ISHARES BIOTECH | 2M | 13K | – |
| ISHARES TR | ISHARES SEMICDTR | 539K | 2K | – |
| ISHARES TR | JPMORGAN USD EMG | 754K | 9K | – |
| ISHARES TR | MSCI EAFE ETF | 5M | 58K | – |
| ISHARES TR | MSCI INDIA ETF | 347K | 6K | – |
| ISHARES TR | MSCI USA MIN VOL | 8M | 98K | – |
| ISHARES TR | MSCI USA MMENTM | 2M | 10K | – |
| ISHARES TR | PFD AND INCM SEC | 1M | 32K | – |
| ISHARES TR | RUS 1000 ETF | 13M | 42K | – |
| ISHARES TR | RUS 1000 GRW ETF | 6M | 16K | – |
| ISHARES TR | RUS 1000 VAL ETF | 4M | 23K | – |
| ISHARES TR | RUS 2000 VAL ETF | 252K | 2K | – |
| ISHARES TR | RUS MID CAP ETF | 5M | 56K | – |
| ISHARES TR | RUS TP200 GR ETF | 2M | 7K | – |
| ISHARES TR | RUSSELL 2000 ETF | 6M | 29K | – |
| ISHARES TR | RUSSELL 3000 ETF | 2M | 5K | – |
| ISHARES TR | S&P 100 ETF | 315K | 1K | – |
| ISHARES TR | S&P 500 GRWT ETF | 1M | 14K | – |
| ISHARES TR | S&P 500 VAL ETF | 931K | 5K | – |
| ISHARES TR | SELECT DIVID ETF | 539K | 4K | – |
| ISHARES TR | US AER DEF ETF | 416K | 3K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 8M | 139K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 6M | 116K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 480K | 10K | – |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 3M | 62K | – |
| LISTED FD TR | HORIZON KINETICS | 250K | 8K | – |
| PACER FDS TR | PACER US SMALL | 413K | 9K | – |
| PACER FDS TR | TRENDP US LAR CP | 204K | 4K | – |
| PACER FDS TR | US CASH COWS 100 | 2M | 30K | – |
| PIMCO ETF TR | ENHAN SHRT MA AC | 316K | 3K | – |
| PROSHARES TR | RUSS 2000 DIVD | 2M | 27K | – |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 201K | 7K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 232K | 6K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 7M | 95K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2M | 20K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 493K | 8K | – |
| SELECT SECTOR SPDR TR | ENERGY | 285K | 3K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 4M | 24K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 5K | – |
| SPDR GOLD TR | GOLD SHS | 2M | 8K | – |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | 570K | 24K | – |
| SPDR INDEX SHS FDS | MSCI WRLD STRGIC | 593K | 5K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 18M | 34K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 3M | 5K | – |
| SPDR SER TR | AEROSPACE DEF | 320K | 2K | – |
| SPDR SER TR | BBG CONV SEC ETF | 1M | 17K | – |
| SPDR SER TR | BLOOMBERG INVT | 294K | 10K | – |
| SPDR SER TR | MSCI USA STRTGIC | 249K | 2K | – |
| SPDR SER TR | S&P BIOTECH | 385K | 4K | – |
| SPDR SER TR | S&P DIVID ETF | 3M | 22K | – |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 21M | 245K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 391K | 2K | – |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 340K | 1K | – |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 351K | 4K | – |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 384K | 8K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 18M | 109K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 1M | 3K | – |
| VANGUARD INDEX FDS | LARGE CAP ETF | 272K | 1K | – |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 231K | 1K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 379K | 2K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 8M | 17K | – |
| VANGUARD INDEX FDS | SM CP VAL ETF | 227K | 1K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 2M | 9K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 31M | 116K | – |
| VANGUARD INDEX FDS | VALUE ETF | 1M | 8K | – |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1M | 23K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2M | 46K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 267K | 2K | – |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1M | 15K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 314K | 4K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 42M | 232K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 7M | 118K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 422K | 9K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2M | 14K | – |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 9M | 108K | – |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 8M | 112K | – |
| VANGUARD WORLD FD | ESG US STK ETF | 285K | 3K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 11M | 41K | – |
| VANGUARD WORLD FD | INF TECH ETF | 3M | 5K | – |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 251K | 2K | – |
| VANGUARD WORLD FD | MEGA GRWTH IND | 369K | 1K | – |
| VANGUARD WORLD FD | UTILITIES ETF | 216K | 1K | – |
| WISDOMTREE TR | EMER MKT HIGH FD | 278K | 6K | – |
| WORLD GOLD TR | SPDR GLD MINIS | 1M | 23K | – |