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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2021
- Office Locations
- 6
Office Locations
About Wealth Effects
Wealth Effects is a fiduciary advisory firm providing personalized financial planning and investment planning for individuals and families (retirement, education funding, and wealth building), with guidance on risk management, estate planning, and tax optimization. Portfolios emphasize asset allocation with heavy use of ETFs. The firm also recruits and supports advisors through its Advisor Experience platform; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM ANTHONY LIBERTI JR
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #1731862
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN THOMAS BURKHART
Senior Managing Director
- CRD
- #2037581
BERNARD KATZ
--
- CRD
- #1086995
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $472,000,000 | $477,733 |
| Non-Discretionary | $0 | -- |
| Total | $472,000,000 | $477,733 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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