Wealth Effects

CRD 315244 · Boston, MA · $472.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 315244
SEC number: 801-121699
Firm type: RIA
Assets under management: $472.0M as of Feb 13, 2026
Website: www.w-effects.com ↗
Phone: 617-465-2560
Address: 265 Franklin Street, Boston, MA, 02110

Advisors at this firm

8 in our index · page 1 of 1

Brian Thomas BurkhartCRD 2037581 · Glenview, IL

IA RegisteredRegistration inactive
Bernard KatzCRD 1086995 · Boynton Beach, FL

IA Registered
William Anthony LibertiCRD 1731862 · Boston, MA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Derek Chase LibertiCRD 8069164 · Boston, MA

IA Registered
Jeffrey Stephen MchaleCRD 2998580 · Pembroke, MA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Charles K PouliotCRD 5430319 · West New York, NJ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Warner Whitman WayneCRD 2751786 · Boston, MA

IA RegisteredRegistration inactive
Stanton Focht WeissenbornCRD 462541 · Stuart, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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