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WEALTH SCIENCE ADVISORS LLC
55 Roswell Street
Suite 210
Alpharetta, Georgia 30009
Tel: 678-837-5438
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 Status | Approved |
|---|---|
| Firm CRD# | 321031 |
| SEC# | 801-124998 |
| Assets Managed by Firm | $368,892,811 |
| No. of Clients | 974 |
| No. of Advisors | 7 |
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 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 |
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