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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 3, 2025 and March 27, 2026, reported AUM increased 69.7%, from $3.0B to $5.1B.
Across 5 reported observations, AUM increased 97.7% between March 30, 2022 and March 27, 2026, from $2.6B to $5.1B.
Of the latest reported AUM, 74.8% is discretionary and 25.2% is non-discretionary.
The firm reports 10 advisory representatives and 434 clients, or 43.4 clients per representative. That equates to $11.7M in reported AUM per client.
The profile lists 5 reported office locations and 21 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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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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Michael Anthony Abbondanza
--
- CRD
- #8309217
Katerina Baltas
Associate Wealth Advisor
- CRD
- --
Showing 2 of 19 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
SMA allocation detail is available
NEW England Private Wealth Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
NEW England Private Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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