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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 4, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTI, WILLIAM, ANTHONY | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 4, 2025 REGISTERED
Notice Filings (17)
CA CT FL GA IL MA MD ME NC NH NJ NY RI SC TX VA VI
Address
265 FRANKLIN STREETSUITE 1702
BOSTON, MA 02110
United States
Phone: 617-465-2560