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WEALTH SCIENCE ADVISORS LLC

ALPHARETTA, GA · CRD 321031 · IAPD ↗ · wealthscienceadvisors.net · 678-480-2681

$558.7MRegulatory AUM
8Advisory reps
9Employees
3Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — WEALTH SCIENCE ADVISORS LLC now reports custody of client assets ($26.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
December 2025 — WEALTH SCIENCE ADVISORS LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — WEALTH SCIENCE ADVISORS LLC crossed $500M in regulatory AUM ($368.9M -> $512.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
January 2025 — WEALTH SCIENCE ADVISORS LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
November 2024 — WEALTH SCIENCE ADVISORS LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — WEALTH SCIENCE ADVISORS LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — WEALTH SCIENCE ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.