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WEALTH SCIENCE ADVISORS LLC
WEALTH SCIENCE ADVISORS LLC
ALPHARETTA, Georgia
·
3 registered advisors
·
CRD# 321031
SEC# 801-124998
8
678-837-5438
01
Firm Overview
AUM
$369M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH SCIENCE ADVISORS LLC
3 registered advisors
James William Exley
ALPHARETTA, Georgia
CRD# 2766625
Rebecca Exley
ALPHARETTA, Georgia
CRD# 7537242
Rhett Nease Exley
ALPHARETTA, Georgia
CRD# 5562395
05
Office Locations
ALPHARETTA, Georgia
3 advisors
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Data sourced from SEC Form ADV filings. WEALTH SCIENCE ADVISORS LLC (CRD# 321031) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.