# Wealth Script Advisors

> 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.

- CRD: 334760
- Filed as: WEALTH SCRIPT ADVISORS
- Legal name: Wealth Script Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334760
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-script-advisors-san-francisco-ca-334760

## Quick answers

**How is Wealth Script Advisors compensated?**
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.

**Where is Wealth Script Advisors located?**
Wealth Script Advisors' principal office is in San Francisco, CA, according to its Form ADV.

**Is Wealth Script Advisors registered with the SEC or a state?**
Wealth Script Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334760.

**How much does Wealth Script Advisors manage?**
Wealth Script Advisors reports $121,388,307 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (92% discretionary).

**What types of clients does Wealth Script Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (6).

**Which custodians does Wealth Script Advisors use?**
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.

**Does Wealth Script Advisors 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/334760

**What changed in Wealth Script Advisors' recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

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

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: $121,388,307
- Discretionary: $111,638,090
- Non-discretionary: $9,750,217

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $4,287,284 |
| High net worth individuals | 45 | $117,101,023 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mywealthscript.com
- Facebook facebook.com
- Instagram @alexcaswealth
- Instagram @mywealthscript
- LinkedIn @wealthscriptadvisors
- LinkedIn @alexcaswellwealthadvisor
- X @AlexCasWealth
- YouTube @wealthscriptadvisors

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Script Advisors (CRD 334760): Form ADV filing data as of October 2026.