Natalie Wheeler has been an investment adviser representative at Wealth Science Advisors since November 2024, and is not listed among the firm’s executive officers or direct owners.
Wealth Science Advisors LLC is an Alpharetta, GA firm with $559M under management, 273 clients and 8 advisers across 9 offices, as of its March 2026 filing.
Investment adviser representative registrations
Natalie Wheeler is registered as an investment adviser representative in 2 states. The first approvals date from November 2024; the most recent is Georgia, in December 2024.
- GeorgiaSince 12 December 2024
- TexasSince 14 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Natalie Exley Wheeler
- CRD
- 6900600
- Firm
- Wealth Science Advisors · CRD 321031
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Natalie Wheeler work?
Natalie Wheeler is an investment adviser representative registered through Wealth Science Advisors LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Natalie Wheeler a financial advisor?
Yes. Natalie Wheeler has a current investment-adviser registration in Georgia and Texas, through Wealth Science Advisors since November 2024.
How many years of experience does Natalie Wheeler have?
Natalie Wheeler has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Natalie Wheeler passed?
Natalie Wheeler passed the Series 65 in November 2024.
Is Natalie Wheeler registered with FINRA?
No. Natalie Wheeler has no current broker registration.
How can I verify Natalie Wheeler’s record?
Search CRD 6900600 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Natalie Wheeler’s full registration record.