Wealth Script Advisors

Overview

Wealth Script Advisors is an independent RIA organized as an LLC that serves individual and family clients. The firm combines traditional advisory services—financial planning and discretionary portfolio management for individuals and small businesses—with selection-of-other-advisers capabilities, reflecting its role as a capital allocator. Fee arrangements include both a percentage-of-AUM schedule and fixed-fee engagements. The firm reports being an active ESG investor, and it operates as a single-state adviser rather than a multi-state practice.

Assets & Accounts

Public Holdings

Investments & Alternatives