Wealth Science Advisors provides financial planning, portfolio management for individuals and small businesses, estate planning, family office services, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
Wealth Science Advisors reports 273 clients. They include 138 high-net-worth individuals and 135 individual clients. Of its assets, 100.0% ($559M across 1,018 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 6% |
| High-net-worth individuals | 51% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 135 | $34.2M | 6.1% | $254K |
| High-net-worth individuals | 138 | $525M | 93.9% | $3.8M |
| Total | 273 | $559M | 100% | $2.05M |
- Clients
- 135
- Regulatory AUM
- $34.2M
- AUM share
- 6.1%
- Avg. per client
- $254K
- Clients
- 138
- Regulatory AUM
- $525M
- AUM share
- 93.9%
- Avg. per client
- $3.8M
Total
- Clients
- 273
- Regulatory AUM
- $559M
- AUM share
- 100%
- Avg. per client
- $2.05M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Wealth Science Advisors charges 1.50% a year for its Fee-Only Investment Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Investment-Related Consulting
- Fees are negotiated individually and may be a flat fee or a percentage of client assets.
- Reservoir Cash Flow System Services
- Fees are individually negotiated and generally 1.50% of cash being managed, billed quarterly in advance unless otherwise agreed.
- Stand-Alone Financial Planning
- Financial planning and consulting is billed hourly at $125 to $1,200, or as a fixed fee of $1,500 to $1,000,000, under a separate agreement.
James Exley owns 75% or more of Wealth Science Advisors. The leadership team of Wealth Science Advisors includes Chief Compliance Officer James Exley. It has 9 employees, 8 of them in advisory roles.
Leadership
- James ExleyManager; Chief Compliance Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 8 in advisory functions
- 8 state-registered reps
- Owns 75% or more of Wealth Science Advisors LLC
James Exley
Control person · since May 2022
Wealth Science Advisors’ regulatory assets grew Infinity× from $0 (May 2022) to $559M (March 2026); employees rose from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $559M | 273 | 9 | 9 |
| April 2025 | $513M | 271 | 8 | 9 |
| July 2024 | $369M | 267 | 7 | 8 |
| July 2023 | $313M | 234 | 7 | 8 |
| May 2022 | $0 | 0 | 8 | 1 |
Besides its headquarters, Wealth Science Advisors has 8 offices (8 private residences, listed without an address), with 1 listed address in Georgia.
Georgia · 1 listed address
- 55 Roswell Street, Suite 210, AlpharettaHQ
Contact and registration details
- Legal name
- Wealth Science Advisors LLC
- Headquarters
- 55 Roswell Street, Suite 210, Alpharetta, GA 30009
- Website
- wealthscienceadvisors.com
- Phone
- 678-480-2681
- SEC file
- 801-124998
- Founded
- 2022
- Structure
- Delaware LLC
- Fiscal year end
- December
Wealth Science Advisors uses Pershing ($489M, 88%) and Charles Schwab ($69.8M, 12%) as custodians for its separately managed accounts. Wealth Science Advisors has custody of $26.2M in client assets for 3 clients.
- PershingPershing LLC · Jersey City, NJ · $489M88%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $69.8M12%
At year end, Wealth Science Advisors’ separately managed accounts were mostly in funds (75%) and cash (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $225M across 97 positions; the largest are Capital Group Growth ETF (15.0%), Capital Group Dividend Value (15.0%) and Capital Group Gbl Growth EQT (12.6%).
What the accounts hold
- Stocks9%
- Funds75%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash14%
Reported 13F holdings
- $225M
- Reported 13F value
- 97
- Positions
- 62.6%
- In the 10 largest
- +26.6%
- Value vs. prior quarter
- Capital Group Growth ETF · Shs Creat Unit15.0%
- Capital Group Dividend Value · Shs Creat Unit15.0%
- Capital Group Gbl Growth EQT · Shs Creat Unit12.6%
- Vanguard Index Fds · Mid Cap ETF4.4%
- Capital Grp Fixed Incm ETF T · Short Duration4.0%
- Nvidia Corporation2.6%
- Broadcom Inc.2.5%
- Vanguard Index Fds · Small CP ETF2.3%
- Alphabet Inc. · Cap Stk CL A2.1%
- Capital Grp Fixed Incm ETF T · Ultra Short ETF2.0%
Together, the ten largest are 62.6% of reported value.
How many clients does Wealth Science Advisors have?
Wealth Science Advisors has 273 clients and manages $559 million for them, as of March 2026. They include 138 high-net-worth individuals and 135 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Wealth Science Advisors offer?
Wealth Science Advisors provides financial planning, portfolio management for individuals and small businesses, estate planning, family office services, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealth Science Advisors charge?
Wealth Science Advisors charges 1.50% a year for its Fee-Only Investment Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance.
Source: WEALTH SCIENCE ADVISORS - FORM ADV PART 2A, filed 25 March 2026
Which custodians does Wealth Science Advisors use?
Wealth Science Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $489M and Charles Schwab & Co., Inc. (Westlake, TX), with $69.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Wealth Science Advisors have?
Wealth Science Advisors has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Science Advisors invest in?
At the end of its last fiscal year, Wealth Science Advisors’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 9% exchange-traded equities, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Science Advisors?
Wealth Science Advisors’ direct owner is James Exley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Wealth Science Advisors get paid?
Wealth Science Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Wealth Science Advisors registered with the SEC?
Yes, Wealth Science Advisors has been registered with the SEC as an investment adviser since 12 May 2022. Its CRD number is 321031 and its SEC file number is 801-124998.
Source: Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record
How do I contact Wealth Science Advisors?
Wealth Science Advisors’ main office is at 55 Roswell Street, Suite 210, Alpharetta, GA 30009. Its phone number is 678-480-2681. Its website is wealthscienceadvisors.com.