Effective Assets
Effective Assets is an SEC-registered wealth manager with $165.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Effective Assets: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285744, SEC 801-120391, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $165.1M (2026-02-04)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 124
- CRD
- 285744
- Ownership
- MARTELLO, JUSTIN, EVERETT
How much AUM does Effective Assets have?
Effective Assets reported $165.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Effective Assets?
Disclosed owners and executives of Effective Assets include MARTELLO, JUSTIN, EVERETT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.