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Colby Ryan Wheeler

Wealth Science Advisors LLC

Holly Springs, GA

Alpharetta, GA

CRD 8135369

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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
GA RA APPROVED 2025-08-15
TX RA APPROVED 2025-07-31
  • GA RA
    APPROVED
    Since 2025-08-15
  • TX RA
    APPROVED
    Since 2025-07-31

Branch Locations

Holly Springs, GA • United States

55 Roswell Street Suite 210, Alpharetta, GA 30009 • 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
Wealth Science Advisors Llc Alpharetta GA 03/2025 Present
The University Of Alabama Tuscaloosa AL 08/2019 05/2023
The Home Depot Vinings GA 05/2023 03/2025
South Forsyth High School Cumming GA 07/2015 05/2019
  • 03/2025 → Present
    Alpharetta, GA
  • 08/2019 → 05/2023
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2023 → 03/2025
    The Home Depot
    Vinings, GA
  • 07/2015 → 05/2019
    South Forsyth High School
    Cumming, GA
Other Businesses

1) WEALTH SCIENCE FAMILY OFFICE LLC; NOT INVESTMENT-RELATED; 55 ROSWELL ST STE 210, ALPHARETTA, GA 30009; CONSULTING; WEALTH SCIENCE ADVISOR; STARTED: 07/2025; APPROXIMATELY 10 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS; STRATEGIC CONSULTING AND ADMINISTRATIVE SUPPORT SERVICES TO ENTITIES AND HIGH NET WORTH FAMILIES. 2) 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 2025-07-31
  • S65 Uniform Investment Adviser Law Examination
    2025-07-31

View on SEC IAPD

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