CRD: 133790
NEW England Private Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-27-2005
- Office Locations
- 5
Office Locations
About NEW England Private Wealth Advisors, LLC
New England Private Wealth Advisors (NEPWA) is an SEC-registered, fee-only RIA based in Wellesley serving Greater Boston/New England and beyond. The team delivers integrated investment advisory and wealth planning for high- and ultra-high-net-worth individuals, families, and institutions, using open-architecture, goals-based portfolio management across active, passive, and alternative strategies with a tax-conscious lens. Custody includes Schwab and Fidelity; recently acquired DHK Financial Advisors.
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Owner & Executives
MELISSA GRIFFIN BOCCACI
Chief Compliance Officer, President, SENIOR FINANCIAL ADVISOR
- CRD
- #4555001
- Ownership
- Less than 5%
MATTHEW SEAN MACLACHLAN
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Katerina Baltas
Associate Wealth Advisor
- CRD
- --
MELISSA GRIFFIN BOCCACI
Chief Compliance Officer, President, SENIOR FINANCIAL ADVISOR
- CRD
- #4555001
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,806,333,114 | $1,307,569 |
| Non-Discretionary | $1,281,861,291 | $6,409,306 |
| Total | $5,088,194,405 | $1,635,549 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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