# Wealth Science Advisors LLC

> Wealth Science Advisors LLC is an SEC-registered investment advisory firm in Alpharetta, GA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 321031
- Filed as: WEALTH SCIENCE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321031
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-science-advisors-llc-alpharetta-ga-321031

## Quick answers

**How is Wealth Science Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Science Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Wealth Science Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $125 to $1,200 an hour (financial planning and related consulting services regarding matters such…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealth Science Advisors LLC located?**
Wealth Science Advisors LLC's principal office is in Alpharetta, GA, according to its Form ADV.

**Is Wealth Science Advisors LLC registered with the SEC or a state?**
Wealth Science Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321031.

**How much does Wealth Science Advisors LLC manage?**
Wealth Science Advisors LLC reports $558,749,507 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Wealth Science Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Wealth Science Advisors LLC: Regulatory assets under management: $282,793,402 in the October 2022 data and $558,749,507 in the October 2026 data, up 98%. Total employees: 8 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Science Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (138); individuals (other than high net worth individuals) (135).

**Which custodians does Wealth Science Advisors LLC use?**
Wealth Science Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Wealth Science Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321031

**What changed in Wealth Science Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Hourly rate: $125 to $1,200 an hour (financial planning and related consulting services regarding matters such…)

> The amount of the planning fee shall generally be based upon the individual providing the service and the scope and complexity of the services to be provided (typically ranging from $125 to $1,200 on an hourly rate basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $558,749,507
- Discretionary: $558,749,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 135 | $34,237,823 |
| High net worth individuals | 138 | $524,511,684 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sportspsychanalytics.com
- wealthscienceadvisors.net
- X @JimExley

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $282,793,402 | 8 | September 1, 2022 |
| October 2023 | $313,467,006 | 7 | July 17, 2023 |
| October 2024 | $368,892,811 | 7 | September 3, 2024 |
| October 2025 | $512,509,148 | 8 | April 30, 2025 |
| October 2026 | $558,749,507 | 9 | March 26, 2026 |

Regulatory assets under management: $282,793,402 in the October 2022 data and $558,749,507 in the October 2026 data, up 98%.
Total employees: 8 in October 2022 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Science Advisors LLC (CRD 321031): Form ADV filing data as of October 2026.