Wealth Science Advisors LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 321031
- Registered since
- May 12, 2022
- 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
FINTRXOverview
Wealth Science Advisors LLC is an independent, individual-owned RIA organized as an LLC. The firm is registered with the SEC and listed its registration in 2022. Its client base is focused on individuals and families, and its core advisory services are financial planning and portfolio management for individuals and small businesses. The firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee engagements. According to its filings it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents14%
- Exchange Traded Equities9%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 9Connor Jones
Financial AdvisorCRD 7010646
Rhett Exley
Investment Adviser RepresentativeCRD 5562395
James Exley
FounderCRD 2766625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$294M in ETFs
10%
$29.4M
83%
$265M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $35.9M | 756,850 | 12.20% |
Location
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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