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WEALTH EFFECTS

BOSTON, MA · CRD 315244 · IAPD ↗ · w-effects.com · 617-465-2560

$472.0MRegulatory AUM
9Advisory reps
17Employees
0Clients
101-250Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — WEALTH EFFECTS added office(s): 6 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
February 2025 — WEALTH EFFECTS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — WEALTH EFFECTS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — WEALTH EFFECTS notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
February 2024 — WEALTH EFFECTS changed its website from bostonharborgroup.com to w-effects.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
February 2024 — WEALTH EFFECTS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
February 2024 — WEALTH EFFECTS reported RAUM up 31% ($300.3M -> $392.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.