Wealth Effects is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 13, 2026, reports $472M in regulatory assets under management, 17 employees, 10 offices, and 988 accounts.
Assets Under Management
$472M
Employees
17
Offices
10 offices
Total Clients
602
Primary office
BOSTON, MA
265 FRANKLIN STREET, SUITE 1702, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.4% of total clients.
Top client categories% of clientsClients
1
Individuals
82.4%
496
2
HNWI
16.6%
100
3
Charitable
1.0%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$472Mas of February 13, 2026
Discretionary100.0%
$472M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$472M
Total Accounts988
10Y AUM Change+$472M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee35:1
10Y Employee Change+14 (+466.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.