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WEALTH SCRIPT ADVISORS
WEALTH SCRIPT ADVISORS LLC
CRD 334760 · SEC 801-136787
605 MARKET STREET, SUITE 509, SAN FRANCISCO, CA, 94105, United States
Phone
(415)300-0610
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$121.4M
Discretionary AUM
$111.6M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $4.3M |
| High net worth individuals | 45 | $117.1M |
All web addresses on file
- https://mywealthscript.com/
- https://www.linkedin.com/in/alexcaswellwealthadvisor/
- https://www.linkedin.com/company/wealthscriptadvisors
- https://www.facebook.com/profile.php?id=61575367299422
- https://www.instagram.com/mywealthscript
- https://www.instagram.com/alexcaswealth
- https://www.youtube.com/@wealthscriptadvisors
- https://x.com/AlexCasWealth
Official SEC filing: View on IAPD