DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEALTH SCIENCE ADVISORS LLC

CRD 321031

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a86b4fdc-d0db-d40c-2f5c-adfe0944be49

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 9
On other graphs: 0
Observed: Apr 12, 2022 to Mar 26, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $559MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $559M
Private client RAUM: $559MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $62.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 1,018
Individual clients: 135
High net worth clients: 138
Custody, client assets: $26.2M
SEC number: 801-124998
CRD: 321031
Filings on the tape: 18
First filed: Apr 12, 2022
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE
Website: wealthscienceadvisors.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES WILLIAM EXLEY	Certified Financial Planner	ALPHARETTA, GA \| ROSWELL, GA \| SANTA ROSA BEACH, FL	4	31	2	no
RHETT NEASE EXLEY	Certified Financial Planner\|Chartered Financial Consultant	ALPHARETTA, GA \| CUMMING, GA	4	18	1	no
Connor E Jones	Certified Financial Planner	NORCROSS, GA \| ALPHARETTA, GA	4	10	1	no
Sarah Kathryn Pryor	Certified Financial Planner	ALPHARETTA, GA \| JOHNS CREEK, GA	4	11	n/a	no
Taylor Keith Malone	n/a	ALPHARETTA, GA \| MARIETTA, GA	3	10	n/a	no
ELIZABETH HAMILTON-WALKER	n/a	LAWRENCEVILLE, GA \| ALPHARETTA, GA	3	19	n/a	no
Natalie Exley Wheeler	n/a	ALPHARETTA, GA \| HOLLY SPRINGS, GA	1	12	n/a	no
Colby Ryan Wheeler	n/a	ALPHARETTA, GA \| HOLLY SPRINGS, GA	1	11	n/a	no
CARLY ADA O'BRIEN	n/a	ALPHARETTA, GA	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EXLEY, JAMES, WILLIAM	MANAGER; CHIEF COMPLIANCE OFFICER	E	yes	05/2022	May 31, 2022	Dec 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
OWNER STRATEGIES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$559M	$559M	9	8	8	n/a	n/a
2024	Apr 30, 2025	$513M	$513M	8	7	8	n/a	n/a
2023	Mar 26, 2024	$369M	$369M	7	7	7	n/a	n/a
2022	Mar 28, 2023	$313M	$313M	7	7	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$559M	$513M	9.0%	$313M	21.2%	9	8	8	8

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	2	Jun 14, 2022	Aug 24, 2022	ALPHARETTA, GA	Team lift out	Other	0.1%

Relationships

Registered with (10)

← CARLY ADA O'BRIENAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← Colby Ryan WheelerAdvisorregistration: current employment
Jul 31, 2025 to presentfactForm ADV
← Natalie Exley WheelerAdvisorregistration: current employment
Nov 14, 2024 to presentfactForm ADV
← ELIZABETH HAMILTON-WALKERAdvisorregistration: current employment
Jun 29, 2023 to presentfactForm ADV
← Taylor Keith MaloneAdvisorregistration: current employment
Oct 20, 2022 to presentfactForm ADV
← RHETT NEASE EXLEYAdvisorregistration: current employment
Aug 24, 2022 to presentfactForm ADV
← Connor E JonesAdvisorregistration: current employment
Aug 24, 2022 to presentfactForm ADV
← Sarah Kathryn PryorAdvisorregistration: current employment
Aug 24, 2022 to presentfactForm ADV
← JAMES WILLIAM EXLEYAdvisorregistration: current employment
Aug 17, 2022 to presentfactForm ADV
← MELANIE FISHER RODRIGUEAdvisorregistration: previous registration
Aug 24, 2022 to Jul 29, 2024factForm ADV

Controls (1)

← EXLEY, JAMES, WILLIAMOwnerMANAGER; CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 31, 2022 to Dec 16, 2024factForm ADV

Moved with (1)

← NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviser2 advisors, team lift out, same day
Jun 14, 2022 to Aug 24, 2022factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 30, 2025
Regulatory AUM changed
Wealth Science Advisors Llc reported RAUM $512.5M, up 39% from $368.9M (2024-12-16 to 2025-04-30)
Form ADVobserved 4 days ago
$144M
Occurred
Jul 29, 2024
Advisor changed firm
Melanie Fisher Rodrigue left Wealth Science Advisors Llc for Ifg Advisory, Llc (registered 2024-08-02)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2022
Control person left
Nease Rhett Exley (Chief Compliance Officer) no longer on Schedule A of Wealth Science Advisors Llc (listed 2022-05-31, absent 2022-09-01)
Form ADVobserved 4 days ago
Occurred
Jun 14, 2022
Team lift-out
2 advisors left Northwestern Mutual Investment Services,Llc (Alpharetta, GA) for Wealth Science Advisors LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
May 31, 2022
Control person left
Rebecca Exley (Chief Executive Officer; Chief Compliance Officer) no longer on Schedule A of Wealth Science Advisors Llc (listed 2022-04-12, absent 2022-05-31)
Form ADVobserved 4 days ago
Occurred
May 31, 2022
Control person joined
William James Exley (Manager) appeared on Schedule A of Wealth Science Advisors Llc
Form ADVobserved 4 days ago
Occurred
May 31, 2022
Control person joined
Nease Rhett Exley (Chief Compliance Officer) appeared on Schedule A of Wealth Science Advisors Llc
Form ADVobserved 4 days ago
Occurred
Apr 12, 2022
First Form ADV filing
Wealth Science Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Dec 16, 2022
Wealth Science Advisors Llc reported 8 offices beyond its principal office, up from 0 (2022-11-02 to 2022-12-16)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a86b4fdc-d0db-d40c-2f5c-adfe0944be49
First observed: Apr 12, 2022
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEALTH SCIENCE ADVISORS LLC

CRD 321031

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a86b4fdc-d0db-d40c-2f5c-adfe0944be49

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES WILLIAM EXLEY

Certified Financial Planner

ALPHARETTA, GA | ROSWELL, GA | SANTA ROSA BEACH, FL

RHETT NEASE EXLEY

Certified Financial Planner|Chartered Financial Consultant

ALPHARETTA, GA | CUMMING, GA

Connor E Jones

Certified Financial Planner

NORCROSS, GA | ALPHARETTA, GA

Sarah Kathryn Pryor

Certified Financial Planner

ALPHARETTA, GA | JOHNS CREEK, GA

n/a

Taylor Keith Malone

n/a

ALPHARETTA, GA | MARIETTA, GA

n/a

ELIZABETH HAMILTON-WALKER

n/a

LAWRENCEVILLE, GA | ALPHARETTA, GA

n/a

Natalie Exley Wheeler

n/a

ALPHARETTA, GA | HOLLY SPRINGS, GA

n/a

Colby Ryan Wheeler

n/a

ALPHARETTA, GA | HOLLY SPRINGS, GA

n/a

CARLY ADA O'BRIEN

n/a

ALPHARETTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EXLEY, JAMES, WILLIAM

MANAGER; CHIEF COMPLIANCE OFFICER

yes

05/2022

May 31, 2022

Dec 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OWNER STRATEGIES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$559M

n/a

2024

Apr 30, 2025

$513M

n/a

2023

Mar 26, 2024

$369M

n/a

2022

Mar 28, 2023

$313M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$559M

$513M

9.0%

$313M

21.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Jun 14, 2022

Aug 24, 2022

ALPHARETTA, GA

Team lift out

Other

0.1%