National Retirement Planning Experts

National Coverage
Local Professionals

WEALTH SCIENCE ADVISORS LLC

55 Roswell Street
Suite 210
Alpharetta, Georgia 30009
Tel: 678-837-5438

Need a Financial Advisor?
Compare Vetted Advisors

About WEALTH SCIENCE ADVISORS LLC

WEALTH SCIENCE ADVISORS LLC, formally registered with the SEC as WEALTH SCIENCE ADVISORS LLC. The firm was established in 05/12/2022. They have over 9 offices throughout the country.

WEALTH SCIENCE ADVISORS LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $368,892,811 assets under management, offering retirement planning & investment advisory services to 974 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#321031
SEC#801-124998
Assets Managed by Firm$368,892,811
No. of Clients974
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total974$368,892,811
Individuals (other than high net worth individuals)111$19,918,540
High net worth individuals156$346,831,819
Charitable organizationsFewer than 5 clients$2,142,452

More Retirement Planning firms in Alpharetta, Georgia:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
INVESCO ADVISERS, INC.
1331 Spring Street Nw, Suite 2500
Atlanta, GA, 30309
$746,325,416,693385172895
TRUIST ADVISORY SERVICES, INC.
303 Peachtree Street, 2nd Floor
Atlanta, GA, 30303
$61,369,856,5451242012105
EARNEST PARTNERS, LLC
1180 Peachtree Street Ne, Suite 2300
Atlanta, GA, 30309
$35,289,452,223754244
VOYA INVESTMENT MANAGEMENT LLC
5780 Powers Ferry Road Nw, Suite 300
Atlanta, GA, 30327-4349
$33,827,869,62839879
ATLANTA CAPITAL
1075 Peachtree Street Ne, Suite 2100
Atlanta, GA, 30309-3912
$33,178,196,8761228628

Explore More Retirement Advisors in Alpharetta, Georgia