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| Wealth Science Advisors LLC
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| |
|---|---|
| CRD # | 321031 |
| SEC # | 801-124998 |
| CIK # | |
| AUM | $368.9 MM (2024-07-29) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 678-837-5438 |
| Address | 55 Roswell Street Alpharetta, GA 30009 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 19.9 |
| (b) Individuals (high net worth individuals) | 156 | 346.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 974 | 368.9 |
| By Discretionary | ||
| Discretionary | 974 | 368.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 974 | 368.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.9 | |
| Total | 974 | 368.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Denver Wealth Management Inc
✚
|
CO | 0.4 |
|
TFG Advisers LLC
✚
|
MI | 0.4 |
|
Vickerman Investment Advisors Inc
✚
|
WA | 0.4 |
|
GGM Financials LLC
✚
|
OH | 0.4 |
|
Steginsky Capital LLC
✚
|
NY | 0.4 |
|
Caplan Financial Group LLC
✚
|
MD | 0.4 |
|
Financial Avengers Inc
✚
|
CA | 0.4 |
|
Tigeroak Management LLC
✚
|
NM | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
McCarthy Asset Management Inc
✚
|
CA | 0.4 |