WEALTH SCRIPT ADVISORS

Overview

Wealth Script Advisors is an independent registered investment adviser organized as an LLC with domestic and individual ownership. The firm focuses on serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. It bills clients using both a percentage-of-assets and fixed-fee structure, and it identifies itself as a capital allocator that incorporates ESG considerations into its investment process. The firm is not set up as a multistate adviser and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices