55 Roswell Street
Suite 210
Alpharetta, Georgia 30009
Tel: 678-837-5438
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 321031 |
SEC# | 801-124998 |
Assets Managed by Firm | $368,892,811 |
No. of Clients | 974 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 974 | $368,892,811 |
Individuals (other than high net worth individuals) | 111 | $19,918,540 |
High net worth individuals | 156 | $346,831,819 |
Charitable organizations | Fewer than 5 clients | $2,142,452 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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