WEALTH SCIENCE ADVISORS LLC

Overview

Wealth Science Advisors LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates a fee schedule that includes a percentage-of-AUM model alongside hourly and fixed-fee engagements, reflecting a mix of ongoing wealth management and project-based planning work. Its client base is primarily individual and family households, and its investment approach favors pooled public funds and ETFs as the primary building blocks of client portfolios rather than concentrated single-stock bets. From an investment-preference standpoint, the firm shows a clear tilt toward fund-based exposures — public funds and mutual funds account for the bulk of assets. The firm is not an active ESG investor and it does not position itself as a capital allocator; instead, it leans on external managers and funds to implement strategies. Advisory services are centered on financial planning and portfolio management, with an accountant affiliation noted among industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices