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WEALTH EFFECTS
WEALTH EFFECTS LLC
CRD 315244 · SEC 801-121699
265 FRANKLIN STREET, SUITE 1702, BOSTON, MA, 02110, United States
Phone
617-465-2560
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.0M
Discretionary AUM
$472.0M
Team
17 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 496 | $319.0M |
| High net worth individuals | 100 | $150.0M |
| Charitable organizations | 6 | $2.0M |
States served
CA, GA, IL, ME, MD, MA, NJ, NY, NC, RI, SC, VA, VI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD