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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Effects LLC
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| CRD # | 315244 |
| SEC # | 801-121699 |
| CIK # | 0001907254 |
| AUM | $405.8 M (2025-04-04) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 617-465-2560 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 27.6 | ||
| Flamel Technologies Sa | 20.8 | ||
| Apple Inc | 17.2 | ||
| Amazon Com Inc | 13.1 | ||
| J P Morgan Chase & Co | 8.6 | ||
| Microsoft Corp | 8.4 | ||
| Facebook Inc | 8.3 | ||
| Alphabet Inc | 5.1 | ||
| Trade Desk Inc | 4.6 | ||
| Broadcom Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 569 | 324.7 |
| (b) Individuals (high net worth individuals) | 30 | 80.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 969 | 405.8 |
| By Discretionary | ||
| Discretionary | 969 | 405.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 969 | 405.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 403.8 | |
| Total | 969 | 405.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907254] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Financial Resource Center Inc
✚
|
IN | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Mastodon Advisory Group LLC
✚
|
0.4 | |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 0.4 |
|
Columbus Investment Advisory Inc
✚
|
OH | 0.4 |
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
HRC Wealth Management LLC
✚
|
ID | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Zanetti Financial LLC
✚
|
NM | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 |