Wyze Wealth Advisors, LLC
● SEC registered since 2024CRD 329413SEC# 801-129933Canonsburg, PA
Reg. AUM
$264.5M
Employees
5
Accounts
461
Location
Canonsburg, PA
Wyze Wealth Advisors, LLC assets under management
Wyze Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Canonsburg, PA. The firm has been registered since 2024. It reports $264.5 million in regulatory assets under management and employs 5 people.
Wyze Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kingston Marland Hollman Control | Chief Compliance Officer | Under 5% | 2024 |
| Ronald Paul Wyatt Control | Owner, Iar | Over 75% | 2024 |
Frequently asked questions
How much does Wyze Wealth Advisors, LLC manage?
Wyze Wealth Advisors, LLC reports $264.5 million in regulatory assets under management on its Form ADV.
How many employees does Wyze Wealth Advisors, LLC have?
Wyze Wealth Advisors, LLC reports 5 employees.
Where is Wyze Wealth Advisors, LLC located?
Wyze Wealth Advisors, LLC is based in Canonsburg, PA and has been SEC-registered since 2024.
Does Wyze Wealth Advisors, LLC disclose fund performance?
Wyze Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 Main Street, Suite 230, Canonsburg, PA 15317 |
| Phone | 724-747-6451 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$264.5M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$264.5Mregulatory AUM
Discretionary $255.5MNon-discretionary $9M