Bank / Wealth / TrustRIA · CRD 321031SEC-Registered

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Wealth Science Advisors

Wealth Science Advisors was established in Alpharetta, Georgia in 2022 as a financial planning and asset management practice serving individual and family...

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Wealth Science Advisors

Wealth Science Advisors was established in Alpharetta, Georgia in 2022 as a financial planning and asset management practice serving individual and family clients. The firm operates as a registered investment advisor, a structure that imposes fiduciary obligations distinct from broker-dealer models. Its founding and principal ownership have not been publicly documented in detail, which is common for early-stage advisory practices outside major financial centers. The firm's deployment model centers on portfolio management and financial planning delivered directly to households. Its service lines, per public record, include investment management and comprehensive planning. Specific asset-class allocations, named portfolio holdings, or co-investment activity have not been disclosed publicly. The practice focuses on US-based clients from its single office in the Atlanta metropolitan area. Team size and assets under management remain undisclosed as of the latest available records. The firm has not announced adjacent vehicles, philanthropic structures, or institutional partnerships. No operational events in the last 24 months — such as acquisitions, leadership additions, or strategy shifts — have been reported in public filings or media. Wealth Science Advisors represents a common structural archetype in US wealth management: the independent RIA built around direct client relationships. Its differentiating feature is simply that independence — no parent bank, insurance company, or broker-dealer dictates product shelf or investment committee decisions. For institutional allocators evaluating manager pipelines, the firm's lack of public scale and track record places it firmly in the early-stage advisory category.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Alpharetta

Corporate office

Alpharetta, GA, United States

Frequently asked questions

What is Wealth Science Advisors' regulatory structure?

The firm operates as a registered investment advisor (RIA), based on its public disclosures and Form ADV filing status. This means it is held to a fiduciary standard when advising clients, legally obligated to put client interests ahead of its own. It is not structured as a family office, broker-dealer, or hybrid wealth manager.

Does Wealth Science Advisors manage institutional capital?

There is no public evidence that Wealth Science Advisors manages institutional capital. The firm's stated client base comprises individuals and families, and its service model — financial planning combined with portfolio management — is built for retail and high-net-worth households rather than pension funds, endowments, or sovereigns.

How does Wealth Science Advisors source client relationships?

Sourcing is not publicly documented. Given its single-office location in Alpharetta and standard RIA structure, relationships likely come through local professional networks, referrals, and direct outreach. The firm has no disclosed institutional partners, custodial referral programs, or national marketing presence.

What is the firm's known posture on alternative investments?

Wealth Science Advisors has not publicly disclosed any allocation to alternative assets, including private equity, venture capital, real estate, or hedge funds. The public record describes core services as asset management and financial planning, which for a standard RIA of its apparent scale typically implies publicly traded securities and model portfolios.

Is Wealth Science Advisors affiliated with any larger financial institution?

No parent company or institutional affiliation has been disclosed. The firm appears to operate as a fully independent RIA, unconnected to a bank, insurance carrier, or aggregator platform. For clients and counterparties, this means product and strategy decisions are made without corporate conflicts from an affiliated distribution network.

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