SAN FRANCISCO, CACRD 334760Registration Status: ApprovedEffective since July 17, 2026Latest ADV June 24, 2026
Wealth Script Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated June 24, 2026, reports $121M in regulatory assets under management, 2 employees, 1 office, and 187 accounts.
Assets Under Management
$121M
Employees
2
Offices
1 office
Total Clients
51
Primary office
SAN FRANCISCO, CA
605 MARKET STREET, SUITE 509, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.2% of total clients.
Top client categories% of clientsClients
1
HNWI
88.2%
45
2
Individuals
11.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of June 24, 2026
Discretionary92.0%
$112M
92% of total RAUM92.0%
Non-discretionary8.0%
$10M
8% of total RAUM8.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$121M
Total Accounts187
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee26:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.