# Wealth Science Advisors

Wealth Science Advisors is a Bank / Wealth / Trust based in Alpharetta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Alpharetta, GA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** wealthscienceadvisors.net
- **LinkedIn:** https://www.linkedin.com/company/wealth-science-advisors

## Regulatory record

- **CRD number:** 321031
- **SEC file number:** 801-124998
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321031

## About

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, 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.

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Last updated: 2026-06-03T20:00:00.000Z

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