# Wealth Script Advisors

Wealth Script Advisors is a RIA based in San Francisco.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Francisco
- **Assets under management:** Undisclosed
- **Website:** mywealthscript.com
- **LinkedIn:** https://www.linkedin.com/company/wealthscriptadvisors

## Regulatory record

- **CRD number:** 334760
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334760

## About

Wealth Script Advisors is a boutique wealth management firm providing personalized financial planning and investment management for Silicon Valley employees and founders. It specializes in equity compensation strategies, including RSUs, stock options, and IPO planning, and is designed for tech employees and founders with high incomes and complex compensation packages. The firm is fee-only and fiduciary.

## Sectors

- Tech professionals, Silicon Valley employees and founders

## People

- Alex Caswell — Founder
- Dorene Marquet — Client Relationship Manager

## Questions

### Is any wealth origin or industry background known for the principals?

No. No public records, press mentions, or regulatory filings connect Wealth Script Advisors to a specific wealth-generating event, industry, or named family. The firm's origin story remains entirely undisclosed as of 2026.

## Related profiles

- [Rose Wealth](https://altss.com/profile/rose-wealth-llc)
- [EMPIRE RETIREMENT PLANS](https://altss.com/profile/empire-retirement-plans-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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