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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2025
- Office Locations
- 1
Office Locations
About Wealth Script Advisors
Wealth Script Advisors is a fee-only, fiduciary boutique in San Francisco serving Silicon Valley tech employees and founders. The firm delivers ongoing financial planning and investment management with a heavy emphasis on proactive tax planning (IRS Enrolled Agent expertise) and equity compensation strategy for RSUs, stock options, and IPO events. Portfolios are built for utility and tax efficiency, often using ETFs and tools like direct indexing; custody includes Charles Schwab.
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Owner & Executives
ALEXEY IGORIVICH CASWELL-YATSENKO
Chief Compliance Officer, Managing Member
- CRD
- #5828804
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,638,090 | -- |
| Non-Discretionary | $9,750,217 | -- |
| Total | $121,388,307 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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