Natalie Exley Wheeler

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Wealth Science Advisors Llc
  Alpharetta, GA
• 08/2018 → 05/2022
  University Of Georgia
  Athens, GA
• 07/2022 → 05/2024
  World 50
  Atlanta, GA
• 08/2014 → 08/2018
  Fellowship Christian School
  Roswell, 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: 11/2024; 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

• S65 Uniform Investment Adviser Law Examination
  2024-11-13

Other Names

• Natalie J Exley