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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

TitleOwner
OwnershipOver 75%
Control personYes
Since2026
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