New England Private Wealth Advisors, Llc
- Regulatory AUM
- $5.1B
- Discretionary
- $3.8B
- Clients
- 434
- Avg AUM / client
- $11.7M
- Accounts
- 3,111
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $24.8M | 0.49% |
| High net worth individuals | 338 | $3.0B | 59.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $134M | 2.64% |
| Charitable organizations | 58 | $1.9B | 36.8% |
| Corporations and other businesses | Fewer than 5 clients | $6.3M | 0.12% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Catholic Medical Center Pension Plan Catholic Healthcare Trust | 2024 | |
| Littler Mendelson 401(k) Plan And Trust Littler Mendelson, P.C. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ira Gene Rapaport | Chief Executive Officer/Managing Member | CFP Personal Financial Specialist | Dec 2004 (22y) | 75% or more |
| Rapaport, Beth, Heidi | Chief Financial Officer | Dec 2004 (22y) | Less than 5% | |
| Melissa Griffin Boccaci | Senior Financial Advisor/Chief Compliance Officer | CFP Chartered Financial Consultant | Jul 2007 (19y) | Less than 5% |
| Maclachlan, Matthew, Sean | Chief Operating Officer | Aug 2023 (3y) | Less than 5% | |
| Sara Beth Shores | Registered representative | CFP | Aug 2007 (19y) | |
| Caitlin Shelagh Polson | Registered representative | CFP | Jan 2012 (15y) | |
| Jeremy Seth Sandler | Registered representative | CFP | Jul 2014 (12y) | |
| Sarah Jane Lewis | Registered representative | CFP | Apr 2017 (9y) | |
| Kelly Joan Saffery | Registered representative | CFP | Apr 2021 (5y) | |
| James Paul Karamourtopoulos | Registered representative | CFP | Jan 2024 (3y) | |
| Timothy William Dempsey | Registered representative | Sep 2025 (1y) | ||
| Nicholas Robert Distefano | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Catholic Medical Center Pension Plan | Catholic Healthcare Trust | 0 | $243M | 07/01/2024 |
| Littler Mendelson 401(k) Plan And Trust | Littler Mendelson, P.C. | 2,298 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $2.1B (42% of AUM) Mar 2026
- Charles Schwab & Co. $1.9B (38% of AUM) Mar 2026
- State Street $288M (14% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗