Ira G. Rapaport
NEW ENGLAND PRIVATE WEALTH ADVISORS | CEO, Managing Member
Wellesley, MA 02481-1922
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CRD#: 3218098
Professional summary
Ira Gene Rapaport, AIF®, CFP®, CIMA®, who also goes by Ira Rapaport, is a registered financial advisor currently at NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC located in Wellesley, Massachusetts.
Ira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ira has worked at 2 firms .
Biography
New England Private Wealth Advisors is committed to establishing long-lasting relationships with our clients, both high net worth families and institutions. We are an independent, SEC-registered, fee-only investment advisory firm providing unbiased, objective advice. We have no affiliation with any bank, broker-dealer or investment bank. We think strategically across all asset classes, utilizing both active and passive managers, mutual funds and ETFs. Our client’s assets are held at nationally recognized firms such as Charles Schwab and Fidelity Investments. As a fiduciary, our responsibility is to always act in our clients’ best interests.
We take great pride in getting to know each of our clients on a personal level, developing a strong understanding of their often complex circumstances. Applying that deep understanding, along with our investment and wealth management experience, allows us to create a customized wealth plan. We focus on key planning areas, such as income tax, estate, college, retirement, insurance, philanthropic giving and executive compensation, and may include net worth statements, cash flow reports and retirement projections, among other things.
We work closely with our clients through the development, implementation, management and ongoing oversight of their wealth strategy. Our clients benefit from access to innovative technology and the convenience of consolidated reporting. We are pleased to collaborate with our clients’ other trusted advisors, streamlining the flow of information and coordinating efforts to deliver an exceptional client experience. Our consultive team approach is designed to educate our clients, empowering them to make sound financial decisions consistent with their core goals and values.
We place a strong emphasis on ethics and are proud to earn our clients’ trust and friendship through transparency, objectivity, proactive communication and competence.
Question & Answer
What are your service offerings?
Philanthropic services
Trust & estate planning
Institutional consulting
Executive services/Equity comp...
Financial planning
Retirement planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
Ira Rapaport
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ira Gene Rapaport's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
July 16, 2007 - Present
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
Office #1: 36 Washington Street, Suite 280, Wellesley, MA 02481-1922RIA
CRD#: 133790
Wellesley, MA
Past
April 11, 2002 - November 16, 2009
RINET COMPANY, LLC
RIA
CRD#: 106979
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NE
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD#: 133790 / SEC#: 801-63830
RIA
Registered Investment Advisory firm - (1/27/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/19/2022)
IAR
Massachusetts(7/16/2007)
IAR
Texas(10/1/2025)
Exams
Current Firm
NE
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD#: 133790 / SEC#: 801-63830
RIA
Registered Investment Advisory firm - (1/27/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
36 Washington Street, Suite 280, Wellesley, MA 02481-1922
Mailing Address
Phone number
(781) 416-1700
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,761 |
| AUM (Assets Under Management) | $ 2,999,207,083 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2024 | ||
| 10/12/2023 | ||
| 01/05/2023 |
Red Flags
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Company Information
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CEO, Managing MemberCRD#: 133790Wellesley, MA 02481-1922TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
