Wyze Wealth Advisors, LLC
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 329413
- Registered since
- April 18, 2024
- Website
- wyzewealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.23%
- Individuals3.65%
- Charitable Organizations1.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wyze Wealth Advisors, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and owned by an individual. The firm focuses on providing financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Its client base is individual and family-oriented, and it charges fees based on a percentage of AUM as well as fixed-fee engagements. The adviser does not describe itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Ronald Wyatt
CEO & FounderCRD 1941761
Contacts
3 of 3
Kingston Hollman
Owner & Managing MemberCRD 5563826
Ryan Wyatt
Wealth AdvisorCRD 6686091
Nicholas Lewandowski
Wealth AdvisorCRD 6412699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canonsburg, PA
Washington
Location
Canonsburg, PA
Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 1800 Main St
- Time zone
- ET (UTC-5)
- Office locations
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