CRD: 321031
Wealth Science Advisors LLC
$558.7M Total AUM
$558.7M Disc. AUM
23.3% 3Y CAGR
9 Employees
276 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-2022
- Office Locations
- 1
Office Locations
55 Roswell Street Suite 210 Alpharetta GA
About Wealth Science Advisors LLC
Wealth Science Advisors LLC is a retail RIA based in Alpharetta, GA providing financial planning and discretionary portfolio management, including estate and insurance planning. The team builds diversified allocations using mutual funds and ETFs with fixed-income and emerging-markets exposure as needed. Custody is maintained with Charles Schwab and Pershing, and the firm supports 401(k) assets via Pontera.
Team overview
33 AVG AGE
$69.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
2.8 yrs AVG TENURE
9 Employees
8 Advisory Reps
8 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES WILLIAM EXLEY IV
Chief Compliance Officer, Manager
- CRD
- #2766625
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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RHETT NEASE EXLEY
Advisor
- CRD
- #5562395
Available
Available
Available
ELIZABETH HAMILTON-WALKER
Advisor
- CRD
- #4949527
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $558,749,507 | $548,870 |
| Non-Discretionary | $0 | -- |
| Total | $558,749,507 | $548,870 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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