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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) |
| Fees | |
| Minimum | |
| Phone | 617-465-2560 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001907254 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Digitalocean Holdings Inc | 3.8 | ||
| Blackstone Group LP | 3.4 | ||
| Reaves Utility Income Fund | 3.3 | ||
| Chevron Corp | 3.1 | ||
| International Business Machines Corp | 3.1 | ||
| Tesla Motors Inc | 2.5 | ||
| Kenvue Inc | 2.5 | ||
| Caterpillar Inc | 2.4 | ||
| Boeing Co | 2.4 | ||
| AbbVie Inc | 2.2 | ||
| Pfizer Inc | 2.1 | ||
| United Rentals Inc /DE | 2.1 | ||
| MercadoLibre Inc | 2.0 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spielberger & Brooks Inc
✚
|
NY | 473.8 M |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 473.6 M |
|
Coign Capital Advisors LLC
✚
|
UT | 472.9 M |
|
Blue Water Wealth Inc
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OR | 472.8 M |
|
Planned Financial Services LLC
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OH | 472.5 M |
|
Financial Arcitects Inc
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MI | 472.5 M |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 472.1 M |
|
Rinkey Investments
✚
|
CA | 471.1 M |
|
van Clemens Wealth Management LLC
✚
|
MN | 470.4 M |
|
Atyant Capital Management Limited
✚
|
470.2 M |