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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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