# WEALTH EFFECTS LLC

WEALTH EFFECTS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 315244
- Type: SEC-registered investment adviser
- SEC file number: 801-121699
- Location: 265 FRANKLIN STREET, SUITE 1702, BOSTON, MA, 02110
- Phone: 617-465-2560
- Latest filing: 2026-02-13
- Regulatory AUM: $472.0M
- Discretionary AUM: $472.0M
- Clients: 17
- Accounts: 988

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| William Anthony Liberti | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| LIBERTI WILLIAM ANTHONY | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (20)

_Showing 15 of 20 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 617-465-2560 |
| — | — | 1 | 612-501-1317 |
| — | — | 1 | (617) 465-2560 |
| — | — | 1 | (617) 221-9088 |
| — | — | 1 | (617) 226-5511 |
| — | — | 1 | 617-465-2560 |
| — | — | 1 | 561-424-7997 |
| — | — | 1 | 617-465-2560 |
| — | — | 1 | 617-465-2560 |
| — | — | 1 | (617) 302-8688 |
| — | — | 1 | 617-465-2560 |
| — | — | 1 | 561-424-7997 |
| — | — | 1 | 617-465-2560 |
| — | — | 1 | 617-465-2560 |
| — | — | 1 | 617-465-2560 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315244/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315244/similar
- Related entities: https://search.stillhousedata.com/firm/315244/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315244

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.