DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Wealth Science Advisors LLC

Independent wealth managerAlpharetta, GeorgiaCRD 321031SEC 801-124998website IAPD

Latest filing Mar 26, 2026

First filing on the tape Apr 12, 2022 · 18 filings

SEC status approved since May 12, 2022

RAUM

$559M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$559M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$62.1M

derived; firm RAUM over IAPD count

Employees

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$559M as of Mar 26, 2026

Mar 28, 2023$313M then

HNW client RAUM$525M as of Mar 26, 2026

Mar 28, 2023$297M then

State-registered IARs (5.B.3)8 as of Mar 26, 2026

Mar 28, 20236 then

Employees (5.A)9 as of Mar 26, 2026

Mar 28, 20237 then

Private funds: no history

RAUM +9.0% over the last fiscal year+21% a year over threeIARs 7 to 8

Practice profile

derived from the filing of Mar 26, 2026; every figure names its basis

RAUM per advisor: $62.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 30derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.8MderivedHNW RAUM over HNW clients
Average account: $548,870derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 1.0derived9 offices incl. principal (1.F.5)
RAUM growth, one year: +9.0%derivedbetween the last two annual amendments
Advisor growth, one year: +14%derivedItem 5.B.3 between annual amendments
Client growth, one year: +0.7%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individualsreportedItem 5.G
Custody: $26.2M, 3 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$525M94%
Individuals$34.2M6.1%

Individual clients: 135reported
HNW clients: 138reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1,018reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $26.2M for 3 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

9 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
James William ExleyCertified Financial Planner	Alpharetta, Ga	Aug 17, 2022	31 y	2
Connor E JonesCertified Financial Planner	Norcross, Ga	Aug 24, 2022	10 y	1
Sarah Kathryn PryorCertified Financial Planner	Alpharetta, Ga	Aug 24, 2022	11 y	0
Rhett Nease ExleyCertified Financial Planner, Chartered Financial Consultant	Alpharetta, Ga	Aug 24, 2022	18 y	1
Taylor Keith Malone	Alpharetta, Ga	Oct 20, 2022	10 y	0
Elizabeth Hamilton-Walker	Lawrenceville, Ga	Jun 29, 2023	19 y	0
Natalie Exley Wheeler	Alpharetta, Ga	Nov 14, 2024	12 y	0
Colby Ryan Wheeler	Alpharetta, Ga	Jul 31, 2025	11 y	0
Carly Ada O'Brien	Alpharetta, Ga	Jun 18, 2026	12 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Melanie Fisher Rodrigue to Ifg Advisory, LLC
Jul 29, 2024 · RIA to RIA

Joined, latest

Rhett Nease Exley from Northwestern Mutual Investment Services,LLC
Aug 24, 2022 · Other
Connor E Jones from Northwestern Mutual Investment Services,LLC
Aug 24, 2022 · Other
James William Exley from Northwestern Mutual Wealth Management Company
Aug 17, 2022 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from Northwestern Mutual Investment Services,LLC
Jun 14, 2022 · Alpharetta, Ga

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

William James Exley · Manager; Chief Compliance Officercontrol
since 05/2022 · owns 75% or more

Related persons

Schedule D 7.A

Owner Strategies, LLC
real estaten

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined
Alpharetta, Ga · principal	9	1
Holly Springs, Ga	2	0
Johns Creek, Ga	1	0

Offices

Schedule D 1.F, the 25 largest

, 1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

affiliate changedChange between filings · filing Mar 26, 2026
insurance affiliate (Item 7.A.10): no on the filing of 2025-08-18, yes on the filing of 2026-03-26
peers: independent wealth managers, $500M to $1B (1,483)
custody status changedChange between filings · filing Mar 26, 2026
custody of client assets (Item 9.A): no on the filing of 2025-08-18, yes on the filing of 2026-03-26
peers: independent wealth managers, $500M to $1B (1,483)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 973 to 1,018
Aug 18, 2025 to Mar 26, 2026
Advisory employees · 7 to 8
Aug 18, 2025 to Mar 26, 2026
HNW clients · 141 to 138
Aug 18, 2025 to Mar 26, 2026
Individual clients · 130 to 135
Aug 18, 2025 to Mar 26, 2026
Assets in custody · unset to 26222683.0
Aug 18, 2025 to Mar 26, 2026
Custody of client assets · false to true
Aug 18, 2025 to Mar 26, 2026
Employees · 8 to 9
Aug 18, 2025 to Mar 26, 2026
State-registered IARs · 7 to 8
Aug 18, 2025 to Mar 26, 2026
Other offices · 9 to 8
Aug 18, 2025 to Mar 26, 2026
Discretionary RAUM · $513M to $559M
Aug 18, 2025 to Mar 26, 2026
HNW RAUM · $483M to $525M
Aug 18, 2025 to Mar 26, 2026
Individual RAUM · $29.7M to $34.2M
Aug 18, 2025 to Mar 26, 2026
RAUM · $513M to $559M
Aug 18, 2025 to Mar 26, 2026
Related insurance company · false to true
Aug 18, 2025 to Mar 26, 2026
Other offices · 8 to 9
Apr 30, 2025 to Aug 18, 2025
Accounts · 974 to 973
Dec 16, 2024 to Apr 30, 2025
HNW clients · 156 to 141
Dec 16, 2024 to Apr 30, 2025
Individual clients · 111 to 130
Dec 16, 2024 to Apr 30, 2025
Employees · 7 to 8
Dec 16, 2024 to Apr 30, 2025
Financial planning clients · 251-500 to 251-500
Dec 16, 2024 to Apr 30, 2025
Discretionary RAUM · $369M to $513M
Dec 16, 2024 to Apr 30, 2025
HNW RAUM · $347M to $483M
Dec 16, 2024 to Apr 30, 2025
Individual RAUM · $19.9M to $29.7M
Dec 16, 2024 to Apr 30, 2025
RAUM · $369M to $513M
Dec 16, 2024 to Apr 30, 2025
Other offices · 7 to 8
Oct 2, 2024 to Dec 16, 2024
Other offices · 8 to 7
Jul 1, 2024 to Jul 29, 2024
Other offices · 7 to 8
Mar 27, 2024 to Jul 1, 2024
Accounts · 853 to 974
Jul 17, 2023 to Mar 26, 2024
HNW clients · 151 to 156
Jul 17, 2023 to Mar 26, 2024
Individual clients · 83 to 111
Jul 17, 2023 to Mar 26, 2024
Financial planning clients · 101-250 to 251-500
Jul 17, 2023 to Mar 26, 2024
State-registered IARs · 6 to 7
Jul 17, 2023 to Mar 26, 2024
Discretionary RAUM · $313M to $369M
Jul 17, 2023 to Mar 26, 2024
HNW RAUM · $297M to $347M
Jul 17, 2023 to Mar 26, 2024
Individual RAUM · $14.1M to $19.9M
Jul 17, 2023 to Mar 26, 2024
RAUM · $313M to $369M
Jul 17, 2023 to Mar 26, 2024
Accounts · 705 to 853
Dec 16, 2022 to Mar 28, 2023
Advisory employees · 8 to 7
Dec 16, 2022 to Mar 28, 2023
Charity clients · 1.0 to unset
Dec 16, 2022 to Mar 28, 2023
Corporate clients · 1.0 to unset
Dec 16, 2022 to Mar 28, 2023

Signals

9 dated events

Wealth Science Advisors Llc reported RAUM $512.5M, up 39% from $368.9M (2024-12-16 to 2025-04-30)
Apr 30, 2025 · RAUM change · derived
Melanie Fisher Rodrigue left Wealth Science Advisors Llc for Ifg Advisory, Llc (registered 2024-08-02)
Jul 29, 2024 · Advisor changed firm · fact
Wealth Science Advisors Llc reported 8 offices beyond its principal office, up from 0 (2022-11-02 to 2022-12-16)
Dec 16, 2022 · Office count change · derived
Nease Rhett Exley (Chief Compliance Officer) no longer on Schedule A of Wealth Science Advisors Llc (listed 2022-05-31, absent 2022-09-01)
Sep 1, 2022 · Control person left · inference
2 advisors left Northwestern Mutual Investment Services,Llc (Alpharetta, GA) for Wealth Science Advisors LLC on the same day
Jun 14, 2022 · Team lift-out · derived
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)
May 31, 2022 · Control person left · inference
William James Exley (Manager) appeared on Schedule A of Wealth Science Advisors Llc
May 31, 2022 · Control person joined · fact
Nease Rhett Exley (Chief Compliance Officer) appeared on Schedule A of Wealth Science Advisors Llc
May 31, 2022 · Control person joined · fact
Wealth Science Advisors Llc filed its initial SEC registration (Form ADV)
Apr 12, 2022 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: ally.exley@sportspsychanalytics.comreportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 470-295-3398reportedpublished by the firm, firm site, Sep 17, 2026
Website: sportspsychanalytics.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 678-480-2681reportedpublic record, Form ADV, Mar 26, 2026
Contact form: sportspsychanalytics.com/contactreportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $62.1Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026