Wyze Wealth Advisors, LLC

Overview

Wyze Wealth Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm began SEC registration in 2024 and provides fee-based wealth management, charging a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses; it also operates as an insurance broker to support clients’ risk-management needs. Wyze positions itself as an equity-oriented manager rather than a capital allocator: it does not identify as a capital allocator and is not an active ESG investor. The firm is structured as a limited liability company and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives