Wealth Science Advisors LLC

RIASEC RegisteredEst. 2022
Total AUM
$559M
Discretionary
$559M
100% of AUM
Avg account
$549K
Accounts
1,018
Employees
9
Advisory reps
9

Firm details

Headquarters
Alpharetta, Georgia
CRD number
321031
Registered since
May 12, 2022
Website
www.wealthscienceadvisors.com
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI93.87%
  • Individuals6.13%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wealth Science Advisors LLC is an independently owned registered investment adviser that began SEC registration in 2022 and focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients by a mix of percentage-of-AUM, hourly, and fixed fees. It identifies as an independent RIA rather than a capital allocator, and it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Cash & Cash Equivalents 14%, Exchange Traded Equities 9%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%75%
  • Public Funds/Mutual Funds75%
  • Cash & Cash Equivalents14%
  • Exchange Traded Equities9%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 9

  • Taylor Malone

    Wealth AdvisorCRD 6604384

  • Colby Wheeler

    Colby Wheeler

    AssociateCRD 8135369

  • Elizabeth Hamilton-walker

    Elizabeth Hamilton-walker

    Investment Advisor RepresentativeCRD 4949527

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$210M in ETFs

Passive

18%

$37.4M

Active

81%

$172M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP GROWTH ETF (CGGR)Capital GroupActiveLarge Growth$29.7M667,39614.14%
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Location

Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
55 Roswell St
Time zone
ET (UTC-5)
Office locations

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