E
$165.1M Total AUM
$160.0M Disc. AUM
9.5% 3Y CAGR
2 Employees
126 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Wave vitalFocus vertex +more
- Established Date
- 01-24-2017
- Office Locations
- 1
Office Locations
-- Haslett MI
About Effective Assets
Effective Assets is an SEC-registered RIA based in Haslett, Michigan serving retail and institutional clients. The firm combines financial planning (tax and estate planning, insurance, and portfolio construction) with values-aligned investment themes such as ESG, impact investing, and socially responsible investing. Portfolios primarily use ETFs alongside public funds, municipal bonds, and select alternatives; custody includes Charles Schwab.
Team overview
50 AVG AGE
$165.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Asset Classes
Harbor summit Quantum unison Signal Vector Zenith optima
Custodian
Alpha
Investment Themes
Signal meridian Vertex alpha Summit ridge Horizon Ridge
Investment Vehicles
Unison
Platform
Summit
Services
Foundation vector Pathway capital Atlas unison Frontier focus Ember crest
Technology
Oak wave Eagle ridge Quantum signal
Owner & Executives
J
JUSTIN EVERETT MARTELLO
Advisor, CFP, Chief Compliance Officer
- CRD
- #4751869
- Ownership
- 75% or more
(826) 312-2112
wave.vertex@unisoncapital.com
in linkedin.com/in/unison-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,977,283 | $499,929 |
| Non-Discretionary | $5,164,932 | $57,388 |
| Total | $165,142,215 | $402,786 |
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Separately Managed Accounts
Total SMA Asset: $165,142,215
Equity - Exchange:
19.9% Public Funds:
23.5% Municipal Bonds:
13.3% Private Funds:
8.2% Cash:
14.5% Corporate - Investment Grade:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $583,989,090 | 19.9% |
| Public Funds | $689,635,357 | 23.5% |
| Municipal Bonds | $390,304,266 | 13.3% |
| Private Funds | $240,638,720 | 8.2% |
| Cash | $425,519,689 | 14.5% |
| Corporate - Investment Grade | $604,531,420 | 20.6% |
| Total | $2,934,618,542 | 100.0% |