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WEALTH SCIENCE ADVISORS LLC
CRD 321031 · SEC 801-124998
55 ROSWELL STREET, SUITE 210, ALPHARETTA, GA, 30009, United States
Phone
678-480-2681
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$558.7M
Discretionary AUM
$558.7M
Team
9 total employees; 8 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $34.2M |
| High net worth individuals | 138 | $524.5M |
States served
GA, NY, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD