# WEALTH SCRIPT ADVISORS LLC

WEALTH SCRIPT ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 334760
- Type: SEC-registered investment adviser
- SEC file number: 801-136787
- Location: 605 MARKET STREET, SUITE 509, SAN FRANCISCO, CA, 94105
- Phone: (415)300-0610
- Latest filing: 2026-06-24
- Regulatory AUM: $121.4M
- Discretionary AUM: $111.6M
- Non-discretionary AUM: $9.8M
- Clients: 2
- Accounts: 187

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Alexey Igorivich Caswell-Yatsenko | FOUNDER, CCO; MANAGING MEMBER, CCO; TRUSTEE | — |
| Jennifer Luo Friedman | TRUSTEE | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 4803266290 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334760/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334760/similar
- Related entities: https://search.stillhousedata.com/firm/334760/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334760

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.