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| Wealth Effects LLC
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|---|---|
| CRD # | 315244 |
| SEC # | 801-121699 |
| CIK # | 0001907254 |
| AUM | $472.0 M (2026-02-13) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 617-465-2560 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 27.4 | ||
| Apple Inc | 20.4 | ||
| Amazon Com Inc | 13.2 | ||
| Arrowhead Research Corp | 9.0 | ||
| J P Morgan Chase & Co | 8.7 | ||
| Alphabet Inc | 8.4 | ||
| Micron Technology Inc | 7.0 | ||
| Facebook Inc | 6.4 | ||
| Microsoft Corp | 6.3 | ||
| Broadcom Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 496 | 319.0 |
| (b) Individuals (high net worth individuals) | 100 | 150.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 6 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 988 | 472.0 |
| By Discretionary | ||
| Discretionary | 988 | 472.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 988 | 472.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 470.0 | |
| Total | 988 | 472.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907254] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spielberger & Brooks Inc
✚
|
NY | 0.5 |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.5 |
|
Coign Capital Advisors LLC
✚
|
UT | 0.5 |
|
Blue Water Wealth Inc
✚
|
OR | 0.5 |
|
Planned Financial Services LLC
✚
|
OH | 0.5 |
|
Financial Arcitects Inc
✚
|
MI | 0.5 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.5 |
|
Rinkey Investments
✚
|
CA | 0.5 |
|
van Clemens Wealth Management LLC
✚
|
MN | 0.5 |
|
Atyant Capital Management Limited
✚
|
0.5 |