| 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 |
Wealth Script Advisors LLC reports $121.4 million in regulatory assets under management on its Form ADV.
Wealth Script Advisors LLC reports 2 employees.
Wealth Script Advisors LLC is based in San Francisco, CA.
Wealth Script Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 605 Market Street, Suite 509, San Francisco, CA 94105 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
| Discretionary | $111.6M |
| Non-discretionary | $9.8M |
| Total (RAUM) | $121.4M |