WEALTH EFFECTS LLC
Legal name: WEALTH EFFECTS
CRD #315244 SEC #801-121699 BOSTON, MA 617-465-2560
SEC Registered
Total AUM
$405.8M
Discretionary
$405.8M
Employees
16
Clients
101
Accounts
969
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $405.8M | $405.8M | $0 | 16 | 0 |
| Jan 2025 | $405.8M | $405.8M | $0 | 16 | 0 |
| Nov 2024 | $392.9M | $392.9M | $0 | 14 | 0 |
| Jun 2024 | $392.9M | $392.9M | $0 | 14 | 0 |
| Jan 2024 | $392.9M | $392.9M | $0 | 14 | 0 |
| Nov 2023 | $300.3M | $300.3M | $0 | 12 | 0 |
| Oct 2023 | $300.3M | $300.3M | $0 | 12 | 0 |
| Sep 2023 | $300.3M | $300.3M | $0 | 12 | 0 |
| Feb 2023 | $300.3M | $300.3M | $0 | 12 | 0 |
| Feb 2023 | $330M | $330M | $0 | 10 | 0 |
| Mar 2022 | $330M | $330M | $0 | 10 | 0 |
| Dec 2021 | $300M | $300M | $0 | 8 | 0 |
| Nov 2021 | $300M | $300M | $0 | 8 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$405.8M
Discretionary$405.8M
Non-Disc.$0
Employees16
Clients0
DateJan 2025
Total AUM$405.8M
Discretionary$405.8M
Non-Disc.$0
Employees16
Clients0
DateNov 2024
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees14
Clients0
DateJun 2024
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees14
Clients0
DateJan 2024
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees12
Clients0
DateSep 2023
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$300.3M
Discretionary$300.3M
Non-Disc.$0
Employees12
Clients0
DateFeb 2023
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees10
Clients0
DateDec 2021
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees8
Clients0
DateNov 2021
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0