Wealth Science Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 26, 2026, reports $559M in regulatory assets under management, 9 employees, 8 offices, and 1,018 accounts.
Assets Under Management
$559M
Employees
9
Offices
8 offices
Total Clients
273
Primary office
ALPHARETTA, GA
55 ROSWELL STREET, SUITE 210, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
138
2
Individuals
49.5%
135
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$559Mas of March 26, 2026
Discretionary100.0%
$559M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$559M
Total Accounts1,018
10Y AUM Change+$559M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee30:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.