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| Keyboard |
| Wealth Script Advisors LLC
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|---|---|
| CRD # | 334760 |
| SEC # | 801-136787 |
| CIK # | |
| AUM | 121.4 M (2026-06-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-300-0610 |
| Address | 605 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 4.3 |
| (b) Individuals (high net worth individuals) | 45 | 117.1 |
| (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 | 187 | 121.4 |
| By Discretionary | ||
| Discretionary | 186 | 111.6 |
| Non-Discretionary | 1 | 9.8 |
| Total | 187 | 121.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.4 | |
| Total | 187 | 121.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CLIO Asset Management LLC
✚
|
VA | 121.8 M |
|
Cypress Capital Management LLC
✚
|
WY | 121.7 M |
|
New Wave Financial Services LLC
✚
|
121.6 M | |
|
Connective Portfolio Management LLC
✚
|
NY | 121.3 M |
|
Wealth Planning Asset Management Limited Liability Company
✚
|
NJ | 121.3 M |
|
Strickland Davis Advisors LLC
✚
|
GA | 121.3 M |
|
4Sight Wealth Advisors LLC
✚
|
IL | 121.2 M |
|
Arrow Wealth Advisors Inc
✚
|
CA | 121.2 M |
|
Genesis Advisors LLC
✚
|
IN | 121.2 M |
|
Gudorf Financial Group LLC
✚
|
OH | 121.1 M |