WEALTH EFFECTS

265 Franklin Street
Suite 1702
Boston, Massachusetts 02110
Tel: 617-465-2560

About WEALTH EFFECTS

WEALTH EFFECTS, formally registered with the SEC as WEALTH EFFECTS. The firm was established in 07/07/2021. They have over 7 offices throughout the country.

WEALTH EFFECTS is a Boston, Massachusetts based Financial Planning firm with nearly $405,838,000 assets under management, offering retirement planning & investment advisory services to 969 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315244
SEC#	801-121699
Assets Managed by Firm	$405,838,000
No. of Clients	969
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	969	$405,838,000
Individuals (other than high net worth individuals)	569	$324,670,400
High net worth individuals	30	$80,167,600
Charitable organizations	Fewer than 5 clients	$1,000,000

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