|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Science Advisors LLC
✚
|
|
|---|---|
| CRD # | 321031 |
| SEC # | 801-124998 |
| CIK # | |
| AUM | $512.5 M (2025-04-30) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 678-480-2681 |
| Address | 55 Roswell Street Alpharetta, GA 30009 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 29.7 |
| (b) Individuals (high net worth individuals) | 141 | 482.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 973 | 512.5 |
| By Discretionary | ||
| Discretionary | 973 | 512.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 973 | 512.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 512.5 | |
| Total | 973 | 512.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dagco Inc
✚
|
OH | 0.5 |
|
Wealth Planning Corp
✚
|
OH | 0.5 |
|
Southern Capital Advisors LLC
✚
|
TN | 0.5 |
|
Amicus Financial Advisors LLC
✚
|
TX | 0.5 |
|
Meridian Financial Partners LLC
✚
|
VA | 0.5 |
|
Melia Wealth LLC
✚
|
OK | 0.5 |
|
FMB Wealth Management
✚
|
CA | 0.5 |
|
Asset Planning Inc
✚
|
CA | 0.5 |
|
WP Advisors LLC
✚
|
CA | 0.5 |
|
Brennan John David
✚
|
CA | 0.5 |