Wealth Script Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,334,833
Total clients
48
90% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$1,902,809
About
Wealth Script Advisors is a fee‑only adviser that provides wealth management and comprehensive financial planning to individuals and high‑net‑worth clients, delivering discretionary portfolio management and written financial plans. The firm’s brochure shows it manages roughly $91.3 million for about 48 clients and provides ongoing account supervision and periodic reporting.
The firm combines modern portfolio theory with both passive and active approaches, using BlackRock ETF model portfolios alongside Outside Managers and customized holdings to implement asset allocation targets. The brochure states WSA typically pursues long‑term holdings but may use tactical reallocations and, with client consent, employs strategies such as long/short investing and options as part of its investment toolbox.
Noteworthy aspects highlighted in the brochure include explicit disclosures that the adviser may use derivatives and monitor leverage when working with Outside Managers, and that borrowing can be used in separately managed strategies with client approval—practices that are less common among peer supported firms. The firm also references external providers and third‑party research and indicates it advertises third‑party ratings and model relationships in its materials, which is atypical for similarly sized advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Flat fees up to $10,000 annually for clients with assets under $1,000,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% Above $5,000,000+: 0.70%
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 Fee-only: Flat annual fees for clients with assets under $1,000,000, not exceeding $10,000 annually or 3% of assets under management
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Wealth Script Advisors
605 Market Street, Suite 509
San Francisco CA 94105, United States
Number of offices
2
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
(415)300-0610
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")