Wealth Script Advisors
13yrs
13 years in the industry
Wealth Script Advisors
San Francisco, CA. Legal name: Wealth Script Advisors LLC
About the firm
A registered investment advisory firm based in San Francisco, California. It manages about $121 million for roughly 51 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$2.38 million
Assets under management ?$121 million
Individual clients51
Median years of experience13
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Wealth Script Advisors
1Advisors
13Median years of experience
1States with offices
1Offices
Also known as
Caswell-Yatsenko, Alexey Igorevich · Wealth Script Advisors LLC · Moneyscript Advisors
About Wealth Script Advisors
How do I contact Wealth Script Advisors?
Call the main office at (415) 300-0610. The main office is at 605 Market Street Suite 509, San Francisco, CA 94105.
How is Wealth Script Advisors paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealth Script Advisors offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Wealth Script Advisors?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.