Wealth Script Advisors - Investment Advisers

About Wealth Script Advisors

Wealth Script Advisors LLC is an investment adviser headquartered in San Francisco, California. It reports about $121.39 million in regulatory assets under management and has two employees. The firm focuses on technology employees and founders in Silicon Valley and offers financial planning, investment management, equity compensation, tax planning, real estate strategy, and estate planning. Its work often covers stock options, concentrated equity positions, and other complex compensation arrangements. Alex Caswell, who has more than 12 years of experience, brings expertise in equity compensation and tax-efficient investing. He holds the CFA, CFP, and Enrolled Agent designations and previously taught future CFP professionals as a professor at UC Berkeley. Dorene Marquet joined the firm in 2025 as Client Relationship Manager after more than 20 years in wealth management operations. The firm is listed in the directory of US investment advisers and is one of the investment advisers in California covered on this site. Note: only two link slots were provided, so the text uses both rather than the three to five requested.

Key Facts

Assets Under Management

$121.39M

Employees

2

SEC File Number

801-136787