Overview
Assets Under Management: $406 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 30
Average Client Assets: $3 million
Frequently Asked Questions
WEALTH EFFECTS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315244), WEALTH EFFECTS LLC is subject to fiduciary duty under federal law.
WEALTH EFFECTS LLC is headquartered in BOSTON, MA.
WEALTH EFFECTS LLC serves 30 high-net-worth clients according to their SEC filing dated April 04, 2025. View client details ↓
According to their SEC Form ADV, WEALTH EFFECTS LLC offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH EFFECTS LLC manages $406 million in client assets according to their SEC filing dated April 04, 2025.
According to their SEC Form ADV, WEALTH EFFECTS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 969
Discretionary Accounts: 969
Regulatory Filings
CRD Number: 315244
Filing ID: 1976125
Last Filing Date: 2025-04-04 13:19:00
Website: https://w-effects.com