NEW WORLD ADVISORS LLC
C38
CRD 296798·SEC 801-113314·HINGHAM, MA
AUM
$884.9M
$500M-$1B
Est. Revenue
$8.8M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $224.4M
'21 · $262.3M
'22 · $303.6M
'23 · $435.6M
'25 · $722.8M
'26 · $884.9M
'20'26
$224.4M → $884.9M▲ +294%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 2 advisors
'20'26
4 advisors → 2 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
350 LINCOLN STREETSUITE 1100HINGHAM, MA 02043
Business
350 LINCOLN STREETSUITE 1100HINGHAM, MA 02043
Edgar Recent Filings
13F-HR/A2026-04-27 · 0001951757-26-000739
13F-HR2026-04-27 · 0001951757-26-000737