Wyze Wealth Advisors, LLC
Wyze Wealth Advisors, LLC is an SEC-registered wealth manager in Canonsburg, PA with $264.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Wyze Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329413, SEC 801-129933, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $264.5M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Canonsburg, PA
- Employees
- 5
- Clients
- 138
- CRD
- 329413
- Ownership
- WYATT, RONALD, PAUL; HOLLMAN, KINGSTON, MARLAND
How much AUM does Wyze Wealth Advisors, LLC have?
Wyze Wealth Advisors, LLC reported $264.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Wyze Wealth Advisors, LLC?
Disclosed owners and executives of Wyze Wealth Advisors, LLC include WYATT, RONALD, PAUL, HOLLMAN, KINGSTON, MARLAND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.