Wealth Science Advisors LLC

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Assets, Funds, Holdings

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Wealth Science Advisors LLC
CRD #321031
SEC #801-124998
CIK #0002083087
AUM 558.7 M (2026-03-26)
Employees 9 (89% Investors, 0% Brokers)
Phone678-480-2681
Address55 Roswell Street
Alpharetta, GA 30009
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($M)
60048036024012002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 5.8
Broadcom Inc 5.6
Alphabet Inc 4.7
Microsoft Corp 4.5
Amazon Com Inc 4.1
Apple Inc 3.3
Facebook Inc 3.0
Equifax Inc 2.6
Lilly Eli & Co 2.6
British American Tobacco PLC 2.6
View All
Holdings by Sector ($M)
2502001501005002025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 135 34.2
(b) Individuals (high net worth individuals) 138 524.5
(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 1,018 558.7
By Discretionary
Discretionary 1,018 558.7
Non-Discretionary 0 0.0
Total 1,018 558.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 558.7
Total 1,018 558.7
EDGAR Form CIK 2011 - 2026
13F-HR [0002083087]
Firm Profile (Form ADV)
Clients3
ServesRetail
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tony@aum13f.com