Wealth manager, independent · SAN Francisco, CA
Wealth Script Advisors
Wealth Script Advisors LLC · SEC-registered investment adviser · CRD 334760 · SEC 801-136787
At a glance
Wealth Script Advisors is an SEC-registered investment adviser based in SAN Francisco, California, with $121 million in regulatory assets under management as of its Form ADV filed August 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 51 individual clients. By Form ADV it is a wealth manager, ranked 7,665th of 8,915 wealth managers and 14,666th of 17,210 SEC-registered advisers by assets.
Main office 415-300-0610mywealthscript.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $121M
- Rank among wealth managers
- #7,665 of 8,915
- Rank among all SEC RIAs
- #14,666 of 17,210
- Rank in California
- #1,654 of 1,873
- Individual clients
- 51
- High-net-worth clients
- 45
- Accounts
- 187
- Discretionary
- 92% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 2
Owners and executives on its Form ADV
- Alexey I. Caswell-YatsenkoManaging Member, CCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 45 | $117M | 96% |
| Individuals | 6 | $4M | 4% |
Disciplinary disclosures
Wealth Script Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mywealthscript.com ↗
AtlasMembers
The full record on Wealth Script Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
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- Growth over one, three and five years
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- Rank against 4,807 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Wealth Script Advisors manage?
Wealth Script Advisors reports $121 million in regulatory assets under management across 187 accounts, 92% of it on a discretionary basis, on its Form ADV filed August 17, 2026.
What kind of firm is Wealth Script Advisors?
Wealth Script Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Wealth Script Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($117 million, 45 clients); individuals ($4 million, 6 clients).
Does Wealth Script Advisors have any disciplinary history?
Wealth Script Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wealth Script Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →