NEW WORLD ADVISORS LLC
CRD #296798 SEC #801-113314 HINGHAM, MA 781-749-6922
SEC Registered
Total AUM
$722.8M
Discretionary
$716.3M
Employees
5
Clients
11
Accounts
448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $722.8M | $716.3M | $6.5M | 5 | 0 |
| May 2025 | $722.8M | $716.3M | $6.5M | 5 | 0 |
| Mar 2025 | $722.8M | $716.3M | $6.5M | 5 | 0 |
| Feb 2024 | $548.6M | $543.7M | $4.9M | 5 | 0 |
| Mar 2023 | $453.2M | $448.3M | $4.8M | 5 | 0 |
| Sep 2022 | $435.6M | $430.4M | $5.2M | 5 | 0 |
| Jun 2022 | $435.6M | $430.4M | $5.2M | 5 | 0 |
| Mar 2022 | $435.6M | $430.4M | $5.2M | 5 | 0 |
| Mar 2022 | $435.6M | $430.4M | $5.2M | 5 | 0 |
| Jun 2021 | $303.6M | $298.8M | $4.8M | 5 | 0 |
| Mar 2021 | $303.6M | $298.8M | $4.8M | 5 | 0 |
| Mar 2021 | $303.6M | $298.8M | $4.8M | 5 | 0 |
| Aug 2020 | $262.3M | $262.3M | $0 | 8 | 0 |
| Jun 2020 | $262.3M | $262.3M | $0 | 8 | 0 |
| Mar 2020 | $262.3M | $262.3M | $0 | 8 | 0 |
| Jul 2019 | $224.4M | $224.4M | $0 | 9 | 0 |
| Jul 2019 | $224.4M | $224.4M | $0 | 9 | 0 |
| May 2019 | $224.4M | $224.4M | $0 | 9 | 0 |
| Mar 2019 | $193.6M | $193.6M | $0 | 9 | 0 |
| Nov 2018 | $179.1M | $179.1M | $0 | 9 | 0 |
| Nov 2018 | $179.1M | $179.1M | $0 | 9 | 0 |
| Sep 2018 | $179.1M | $179.1M | $0 | 8 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Apr 2018 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$722.8M
Discretionary$716.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMay 2025
Total AUM$722.8M
Discretionary$716.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMar 2025
Total AUM$722.8M
Discretionary$716.3M
Non-Disc.$6.5M
Employees5
Clients0
DateFeb 2024
Total AUM$548.6M
Discretionary$543.7M
Non-Disc.$4.9M
Employees5
Clients0
DateMar 2023
Total AUM$453.2M
Discretionary$448.3M
Non-Disc.$4.8M
Employees5
Clients0
DateSep 2022
Total AUM$435.6M
Discretionary$430.4M
Non-Disc.$5.2M
Employees5
Clients0
DateJun 2022
Total AUM$435.6M
Discretionary$430.4M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2022
Total AUM$435.6M
Discretionary$430.4M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2022
Total AUM$435.6M
Discretionary$430.4M
Non-Disc.$5.2M
Employees5
Clients0
DateJun 2021
Total AUM$303.6M
Discretionary$298.8M
Non-Disc.$4.8M
Employees5
Clients0
DateMar 2021
Total AUM$303.6M
Discretionary$298.8M
Non-Disc.$4.8M
Employees5
Clients0
DateMar 2021
Total AUM$303.6M
Discretionary$298.8M
Non-Disc.$4.8M
Employees5
Clients0
DateAug 2020
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees9
Clients0
DateJul 2019
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$193.6M
Discretionary$193.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0