Wealth Script Advisors LLC
CRD 334760SEC# 801-136787San Francisco, CA
No longer SEC-registered. Wealth Script Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$121.4M
Employees
2
Accounts
187
Location
San Francisco, CA
Wealth Script Advisors LLC assets under management
Wealth Script Advisors LLC is an SEC-registered investment adviser based in San Francisco, CA. It reports $121.4 million in regulatory assets under management and employs 2 people.
Wealth Script Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexey Igorivich Caswell-Yatsenko Control | Managing Member, Cco | Under 5% | 2025 |
| The Jennifer and Alex Caswell Family Trust Dated December 10, 2025 Control | Owner | Over 75% | 2026 |
| Alexey Igorivich Caswell-Yatsenko Control | Trustee | 50-75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Script Advisors LLC manage?
Wealth Script Advisors LLC reports $121.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Script Advisors LLC have?
Wealth Script Advisors LLC reports 2 employees.
Where is Wealth Script Advisors LLC located?
Wealth Script Advisors LLC is based in San Francisco, CA.
Does Wealth Script Advisors LLC disclose fund performance?
Wealth Script Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 605 Market Street, Suite 509, San Francisco, CA 94105 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$121.4Mregulatory AUM
Discretionary $111.6MNon-discretionary $9.8M