WEALTH SCRIPT ADVISORS LLC
DBA: WEALTH SCRIPT ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $121.4M |
| Discretionary | $111.6M92% of AUM |
| Non-Discretionary | $9.8M |
| Client Accounts | 187 |
| Avg Account Size | $649K |
| Employees | 2 |
| Peak AUM | $121.4MJun 2026 |
AUM by Client Type
Total AUM
$121M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $121M | 0.0% | — | — | — |
| Discretionary AUM | $112M | 0.0% | |||
Key Metrics
| Total AUM | $121.4M |
| Discretionary | $111.6M |
| Employees | 2 |
| Client Accounts | 187 |
| Client Range | 26-50 |
Contact & Location
Address
605 MARKET STREET
SAN FRANCISCO CA 94105
Phone
(415)300-0610
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$112M
92.0% of AUM
Non-Discretionary
$10M
8.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported