Best Investors Account Sign in
Inactive

Sarah Kathryn Pryor

Wealth Science Advisors LLC

Alpharetta, GA

Johns Creek, GA

CRD 7357679

Claim This Profile
Employer firm

Wealth Science Advisors LLC CRD 321031

$559M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Science Advisors Llc

55 Roswell Street Suite 210, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-16
GA RA APPROVED 2022-08-24
  • TX RA
    APPROVED
    Since 2022-12-16
  • GA RA
    APPROVED
    Since 2022-08-24

Branch Locations

55 Roswell Street Suite 210, Alpharetta, GA 30009 • United States

Johns Creek, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Athens GA 08/2016 05/2020
All Inspired Boutique Duluth GA 05/2015 12/2019
Chick Fil A Hamilton Mill Buford GA 06/2020 03/2021
Jim Exley Alpharetta GA 03/2021 10/2021
James Exley Alpharetta GA 10/2021 05/2022
Northwestern Mutual Investment Services Llc Alpharetta GA 10/2021 05/2022
Wealth Science Advisors Llc Alpharetta GA 05/2022 Present
  • 08/2016 → 05/2020
    Student
    Athens, GA
  • 05/2015 → 12/2019
    All Inspired Boutique
    Duluth, GA
  • 06/2020 → 03/2021
    Chick Fil A Hamilton Mill
    Buford, GA
  • 03/2021 → 10/2021
    Jim Exley
    Alpharetta, GA
  • 10/2021 → 05/2022
    James Exley
    Alpharetta, GA
  • 10/2021 → 05/2022
    Northwestern Mutual Investment Services Llc
    Alpharetta, GA
  • 05/2022 → Present
    Alpharetta, GA
Other Businesses

1) WEALTH SCIENCE RESEARCH LABS; NOT INVESTMENT-RELATED; 55 ROSWELL STREET, STE 210, ALPHARETTA, GA 30009; PSYCHOLOGICAL ANALYTICS AND CONSULTING; OWNER; STARTED 06/2023; APPROXIMATELY 5 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; PSYCHOLOGICAL ASSESSMENTS. 2) WEALTH SCIENCE FAMILY OFFICE LLC; NOT INVESTMENT-RELATED; 55 ROSWELL ST STE 210, ALPHARETTA, GA 30009; CONSULTING; WEALTH SCIENCE ADVISOR; STARTED: 08/2022; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; STRATEGIC CONSULTING AND ADMINISTRATIVE SUPPORT SERVICES TO ENTITIES AND HIGH NET WORTH FAMILIES. 3) WEALTH SCIENCE TAX LLC; NOT INVESTMENT-RELATED; 443 CYPRESS DRIVE, SANTA ROSA BEACH, FL, 32459; TAX SERVICES; WEALTH SCIENCE ADVISOR; STARTED: 07/2025; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; ASSISTS CLIENTS WITH TAX PLANNING, TAX PROJECTIONS, AND FILING TAX RETURNS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-09
  • S65 Uniform Investment Adviser Law Examination
    2022-07-09
Designations
  • Certified Financial Planner
Other Names
  • Sarah Kathryn Jones
  • Sarah Kathryn Jones
  • Sarah Kate Jones
  • Sarah Kathryn Pryor

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Alpharetta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor