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WEALTH SCRIPT ADVISORS

SAN FRANCISCO, CA · CRD 334760 · IAPD ↗ · mywealthscript.com · (415)300-0610

$121.4MRegulatory AUM
1Advisory reps
2Employees
2Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — WEALTH SCRIPT ADVISORS (SAN FRANCISCO, CA) is newly SEC-registered with $121.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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