Overview
Assets Under Management: $406 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 9
Average Client Assets: $36 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.00
Average High-Net-Worth Client Assets: $36 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