New England Private Wealth Advisors, LLC

Wellesley, Massachusetts
Website:
https://nepwealth.com/
Wellesley, Massachusetts
Website:
https://nepwealth.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$5,300,000,000
Fee model
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Number of employees
0
Custodians
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Description

New England Private Wealth Advisors, LLC (“NEPWA”) was founded in 2005 by Ira Rapaport to provide fee-based, fiduciary wealth management to high-net-worth families. The firm’s trajectory has been shaped by significant milestones, including its 2025 transition to a wholly owned subsidiary of Aspen Standard Group, LLC, a holding company for RIAs backed by Alpine Investors, while retaining its brand, leadership, and operational autonomy. Later that year, NEPWA acquired DHK Financial Advisors, an RIA based in Portsmouth, New Hampshire, with $1.6 billion in assets under management, bringing NEPWA’s total assets to over $5 billion as of December 2025. NEPWA articulates its value proposition to retail clients through an integrated, team-based approach to wealth management, grounded in comprehensive financial planning that coordinates every investment, tax, estate, and cash flow decision. Clients benefit from a multidisciplinary team of senior advisors, planners, and investment specialists who act as a single financial quarterback, providing clarity, continuity, and proactive guidance as complexity increases across life stages and generations. The firm distinguishes itself by offering embedded tax expertise with CPAs on staff, tax-aware portfolio management, and a model designed for delegators who seek to reduce their mental load through clear communication and proactive outreach, all while maintaining control over their financial decisions.

Locations

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Services Offered

Services Offered
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video Overview
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Acquisitions

Number of Acqusitions
1

Success

General Overview of Client Experience

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Match confidence
N/a
video Overview
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
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00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Acquisition Model

Acquisition Type
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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video Overview
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Data Room

Investment Management
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Match confidence
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video Overview
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New England Private Wealth Advisors, LLC's Ideal Partner

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