The Jennifer and Alex Caswell Family Trust Dated December 10, 2025
OwnerWealth Script Advisors LLC
About The Jennifer and Alex Caswell Family Trust Dated December 10, 2025
The Jennifer and Alex Caswell Family Trust Dated December 10, 2025 is listed as Owner at Wealth Script Advisors LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Wealth Script Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Jennifer and Alex Caswell Family Trust Dated December 10, 2025 work?
The Jennifer and Alex Caswell Family Trust Dated December 10, 2025 is listed as Owner at Wealth Script Advisors LLC on SEC Form ADV.
How much of Wealth Script Advisors LLC does The Jennifer and Alex Caswell Family Trust Dated December 10, 2025 own?
Form ADV reports a beneficial ownership band of Over 75%.
Wealth Script Advisors LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |