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Wealth Science Advisors LLC

● SEC registered since 2022CRD 321031SEC# 801-124998Alpharetta, GA
Export (members)
Reg. AUM
$512.5M
Employees
8
Accounts
973
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 $512.5 million in regulatory assets under management and employs 8 people.
wealthscienceadvisors.netView on SEC.gov ↗

Wealth Science Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
James William Exley ControlManager; Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Wealth Science Advisors LLC manage?

Wealth Science Advisors LLC reports $512.5 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Science Advisors LLC have?

Wealth Science Advisors LLC reports 8 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

Address55 Roswell Street, Suite 210, Alpharetta, GA 30009
Phone678-480-2681
Office hours8:00 a.m. - 4:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$512.5M
Non-discretionary$0
Total (RAUM)$512.5M