Wealth Science Advisors Llc
- Regulatory AUM
- $559M
- Discretionary
- $559M
- Clients
- 273
- Avg AUM / client
- $2.0M
- Accounts
- 1,018
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 135 | $34.2M | 6.13% |
| High net worth individuals | 138 | $525M | 93.9% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James William Exley | Manager; Chief Compliance Officer | CFP | May 2022 (4y) | 75% or more |
| Connor E Jones | Registered representative | CFP | Aug 2022 (4y) | |
| Rhett Nease Exley | Registered representative | CFP Chartered Financial Consultant | Aug 2022 (4y) | |
| Sarah Kathryn Pryor | Registered representative | CFP | Aug 2022 (4y) | |
| Taylor Keith Malone | Registered representative | Oct 2022 (4y) | ||
| Elizabeth Hamilton Walker | Registered representative | Jun 2023 (3y) | ||
| Natalie Exley Wheeler | Registered representative | Nov 2024 (2y) | ||
| Colby Ryan Wheeler | Registered representative | Jul 2025 (1y) | ||
| Carly Ada O'brien | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Pershing $489M (88% of AUM) Mar 2026
- Charles Schwab & Co. $69.8M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗