DFX Intelligence
NEW England Wealth Management, LLC
unclassified· MA
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Blue Bird Body Company Employee Pension Plan Investment adviser (plan)through Oct 31, 2025 Form 5500
Schedule C rows
1 row, $50,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Blue Bird Body Company Employee Pension Plan | 2024 | 27 28 | INVESTMENT ADVISOR | $50,000 |
What changed
- NEW England Wealth Management, LLC appears on Blue Bird Body Company Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with NEW England Wealth Management, LLCaskebsa.dol.gov