# New England Private Wealth Advisors, LLC

> New England Private Wealth Advisors, LLC is an SEC-registered investment advisory firm in Wellesley, MA, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 133790
- Filed as: NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wellesley, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133790
- AdvisorCensus page: https://advisorcensus.com/firm/new-england-private-wealth-advisors-llc-wellesley-ma-133790

## Quick answers

**How is New England Private Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), New England Private Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is New England Private Wealth Advisors, LLC located?**
New England Private Wealth Advisors, LLC's principal office is in Wellesley, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is New England Private Wealth Advisors, LLC registered with the SEC or a state?**
New England Private Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 133790.

**How much does New England Private Wealth Advisors, LLC manage?**
New England Private Wealth Advisors, LLC reports $5,088,194,405 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (75% discretionary).

**How have New England Private Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for New England Private Wealth Advisors, LLC: Regulatory assets under management: $2,313,427,394 in the October 2021 data and $5,088,194,405 in the October 2026 data, up 120%. Total employees: 18 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does New England Private Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (338); charitable organizations (58); individuals (other than high net worth individuals) (38).

**Which custodians does New England Private Wealth Advisors, LLC use?**
New England Private Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does New England Private Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133790

**What changed in New England Private Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,999,207,083 to $5,088,194,405 (+70%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $5,088,194,405
- Discretionary: $3,806,333,114
- Non-discretionary: $1,281,861,291

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $24,839,597 |
| High net worth individuals | 338 | $3,048,082,011 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $134,326,909 |
| Charitable organizations | 58 | $1,874,648,631 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $6,297,257 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 21 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DC, FL, IL, MA, NH, NY, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Portsmouth, NH

### Websites listed on Form ADV (Item 1.I)
- nepwealth.com
- Facebook facebook.com
- Instagram @nepwealth
- LinkedIn linkedin.com
- LinkedIn @dhk-financial-advisors
- LinkedIn @new-england-private-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,313,427,394 | 18 | March 29, 2021 |
| October 2022 | $2,573,208,483 | 18 | March 30, 2022 |
| October 2023 | $2,359,399,566 | 19 | March 30, 2023 |
| October 2024 | $2,678,964,904 | 18 | May 24, 2024 |
| October 2025 | $2,999,207,083 | 17 | April 30, 2025 |
| October 2026 | $5,088,194,405 | 21 | March 27, 2026 |

Regulatory assets under management: $2,313,427,394 in the October 2021 data and $5,088,194,405 in the October 2026 data, up 120%.
Total employees: 18 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,999,207,083 to $5,088,194,405 (+70%).

### December 2025
- Employees performing advisory functions went from 9 to 10.
- Registered or notice-filed in DC, IL, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New England Private Wealth Advisors, LLC (CRD 133790): Form ADV filing data as of October 2026.