Wealth Script Advisors, LLC

EST. AUM
$121,388,307

CONTACTS

CLIENT ACCOUNTS
187

Firm Details

Metro area San Francisco
CRD Number 334760
Website mywealthscript.com
Client types

Overview

Wealth Script Advisors is an independent, fee-only registered investment advisory firm specializing in wealth management for technology employees, founders, executives, and high-net-worth individuals. The firm combines personalized investment management with financial planning, equity compensation advice, tax-efficient investing, and retirement planning to help clients maximize long-term wealth. Its fiduciary approach focuses on simplifying complex financial situations while delivering customized investment strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealth Script Advisors, LLC

Platform Details

Investment Preferences

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