New England Private Wealth Advisors, LLC

CRD 133790 · Wellesley, MA · $5.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 133790
SEC number: 801-63830
Firm type: RIA
Assets under management: $5.1B as of Mar 27, 2026
Website: www.nepwealth.com ↗
Phone: 781-416-1700
Address: 36 Washington Street, Suite 280, Wellesley, MA, 02481-1922

Advisors at this firm

10 in our index · page 1 of 1

Melissa Griffin BoccaciCRD 4555001 · Wellesley, MA

IA Registered
Timothy William DempseyCRD 1800163 · Portsmouth, NH

IA Registered
Nicholas Robert DistefanoCRD 8198728 · Wellesley, MA

IA Registered
James Paul KaramourtopoulosCRD 6899394 · Wellesley, MA

IA RegisteredRegistration inactive
Sarah Jane LewisCRD 6097973 · Wellesley, MA

IA Registered
Caitlin Shelagh PolsonCRD 5922280 · Wellesley, MA

IA Registered
Ira Gene RapaportCRD 3218098 · Wellesley, MA

IA Registered
Jeremy Seth SandlerCRD 4724713 · Wellesley, MA

IA Registered
Sara Beth ShoresCRD 5361266 · Wellesley, MA

IA Registered
Kelly Joan SafferyCRD 7346631 · Wellesley, MA

IA Registered

Source & corrections

Where this page comes from

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