{ "crd_number": 334760, "slug": "wealth-script-advisors-san-francisco-ca-334760", "primary_business_name": "WEALTH SCRIPT ADVISORS", "legal_name": "WEALTH SCRIPT ADVISORS LLC", "dbas": [], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-07-17", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-08-17", "carried_forward": false, "raum_total": 121388307.0, "raum_discretionary": 111638090.0, "raum_non_discretionary": 9750217.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 4287284.0, "count": 6 }, "high_net_worth_individuals": { "raum": 117101023.0, "count": 45 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "TX" ], "websites": [ "https://facebook.com/profile.php?id=61575367299422", "https://instagram.com/alexcaswealth", "https://instagram.com/mywealthscript", "https://linkedin.com/company/wealthscriptadvisors", "https://linkedin.com/in/alexcaswellwealthadvisor", "https://mywealthscript.com", "https://x.com/AlexCasWealth", "https://youtube.com/@wealthscriptadvisors" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334760", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/wealth-script-advisors-san-francisco-ca-334760", "display_name": "Wealth Script Advisors", "summary": "Wealth Script Advisors is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.", "citation": "AdvisorCensus. Wealth Script Advisors (CRD 334760): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Wealth Script Advisors compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Wealth Script Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Wealth Script Advisors located?", "a": "Wealth Script Advisors' principal office is in San Francisco, CA, according to its Form ADV." }, { "q": "Is Wealth Script Advisors registered with the SEC or a state?", "a": "Wealth Script Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334760." }, { "q": "How much does Wealth Script Advisors manage?", "a": "Wealth Script Advisors reports $121,388,307 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (92% discretionary)." }, { "q": "What types of clients does Wealth Script Advisors serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (6)." }, { "q": "Which custodians does Wealth Script Advisors use?", "a": "Wealth Script Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Wealth Script Advisors report any disciplinary disclosures?", "a": "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/334760" }, { "q": "What changed in Wealth Script Advisors' recent Form ADV filings?", "a": "In the August 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/wealth-script-advisors-san-francisco-ca-334760.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 6, "fewer_than_5": false, "raum": 4287284.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 45, "fewer_than_5": false, "raum": 117101023.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334760", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }