Wealth Script Advisors
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 334760
- Registered since
- July 17, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.47%
- Individuals3.53%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Script Advisors is an independent, SEC-registered RIA organized as an LLC that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its business model combines AUM-based fees with fixed-fee engagements. The firm identifies as a capital allocator and reports that it incorporates ESG considerations into its investment process.
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
- Exchange Traded Equities92%
- Derivatives5%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Alexey Caswell-yatsenko
Founder and CEOCRD 5828804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 605 Market St
- Time zone
- PT (UTC-8)
- Office locations
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