WEALTH SCRIPT ADVISORS

Legal name: WEALTH SCRIPT ADVISORS LLC

CRD 334760File 801-136787

APPROVED

Retail clients

Filing as of Jun 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$121.4M

Bottom 25% of cohort (national)

Discretionary AUM

$111.6M

Non-discretionary $9.8M

Clients

187 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 17, 2026
Principal office: 605 MARKET STREET, SUITE 509, SAN FRANCISCO, CA, 94105
Phone: (415)300-0610
Website: https://www.linkedin.com/company/wealthscriptadvisors

Assets & accounts

ADV Item 5F

Total regulatory AUM: $121.4M
Discretionary AUM: $111.6M
Non-discretionary AUM: $9.8M
Discretionary accounts: 186
Non-discretionary accounts: 1
Total accounts: 187
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	45	$117.1M
Individuals (other than high net worth individuals)	6	$4.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.