Wealth Science Advisors LLC
● SEC registered since 2022CRD 321031SEC# 801-124998Alpharetta, GA
Reg. AUM
$558.7M
Employees
9
Accounts
1,018
Location
Alpharetta, GA
Wealth Science Advisors LLC assets under management
Wealth Science Advisors LLC is a registered investment adviser overseen by the SEC based in Alpharetta, GA. The firm has been registered since 2022. It reports $558.7 million in regulatory assets under management and employs 9 people.
Wealth Science Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James William Exley Control | Manager; Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Wealth Science Advisors LLC manage?
Wealth Science Advisors LLC reports $558.7 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Science Advisors LLC have?
Wealth Science Advisors LLC reports 9 employees.
Where is Wealth Science Advisors LLC located?
Wealth Science Advisors LLC is based in Alpharetta, GA and has been SEC-registered since 2022.
Does Wealth Science Advisors LLC disclose fund performance?
Wealth Science Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Roswell Street, Suite 210, Alpharetta, GA 30009 |
| Phone | 678-480-2681 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$558.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$558.7Mregulatory AUM
Discretionary $558.7M