Wealth Science Advisors LLC
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 321031
- Registered since
- May 12, 2022
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.87%
- Individuals6.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Science Advisors LLC is an independent, LLC-structured registered investment adviser that began SEC registration in 2022. The firm focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include assets-under-management billing, hourly charges and fixed fees. The firm is not identified as an active ESG investor, nor as a pension consultant or capital allocator; it also lists an accounting industry affiliation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents14%
- Exchange Traded Equities9%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 9Taylor Malone
Wealth AdvisorCRD 6604384
Colby Wheeler
AssociateCRD 8135369
Elizabeth Hamilton-walker
Investment Advisor RepresentativeCRD 4949527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$249M in ETFs
7%
$18.2M
87%
$231M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $33.8M | 715,819 | 13.58% |
Location
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 55 Roswell St
- Time zone
- ET (UTC-5)
- Office locations
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