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| New World Advisors LLC
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|---|---|
| CRD # | 296798 |
| SEC # | 801-113314 |
| CIK # | 0001767724 |
| AUM | $884.9 M (2026-04-09) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 781-749-6922 |
| Address | 350 Lincoln Street Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| TJX Companies Inc /DE/ | 443.8 | ||
| Apple Inc | 8.3 | ||
| Nvidia Corp | 6.8 | ||
| Microsoft Corp | 3.9 | ||
| Amazon Com Inc | 3.7 | ||
| Alphabet Inc | 2.6 | ||
| Alphabet Inc | 1.6 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Facebook Inc | 1.2 | ||
| Broadcom Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 105 | 877.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.9 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 884.9 |
| By Discretionary | ||
| Discretionary | 497 | 878.0 |
| Non-Discretionary | 1 | 6.9 |
| Total | 498 | 884.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 884.9 | |
| Total | 498 | 884.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767724] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westside Investment Management LLC
✚
|
CA | 0.9 |
|
Bernicke Wealth Management Ltd
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|
WI | 0.9 |
|
Strata Wealth Advisors LLC
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TX | 0.9 |
|
Covington Investment Advisors Inc
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PA | 0.9 |
|
CFM Wealth Partners LLC
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TX | 0.9 |
|
Robert Harrell Incorporated
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TX | 0.9 |
|
Lebenthal Diversified Asset Management Inc
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NY | 0.9 |
|
Sage Rhino Capital LLC
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|
CA | 0.9 |
|
Optas LLC
✚
|
TX | 0.9 |
|
All Star Financial LLC
✚
|
MN | 0.9 |