Investment adviser · CRD 315244
WEALTH EFFECTS
Investment adviser filing (IA)
WEALTH EFFECTS LLC
BOSTON, MA, United States · Form ADV filed Feb 13, 2026
- Regulatory AUM
- $472M Form ADV · Item 5.F
- Client accounts
- 988 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 496 | $319,000,000 | 67.6% |
| High-net-worth individuals | 100 | $150,000,000 | 31.8% |
| Charities | 6 | $2,000,000 | 0.4% |
| Retirement plans | Fewer than 5 | $1,000,000 | 0.2% |
Filing source
Form ADV 2048974 · Feb 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
265 FRANKLIN STREET, SUITE 1702BOSTON, MA, 02110, United States
CRD 315244
Filing source
Form ADV 2048974 · Feb 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.