| Name | Title | Ownership | Since |
|---|---|---|---|
| Kingston Marland Hollman Control | Chief Compliance Officer | Under 5% | 2024 |
| Ronald Paul Wyatt Control | Owner, Iar | Over 75% | 2024 |
Wyze Wealth Advisors, LLC reports $230 million in regulatory assets under management on its Form ADV.
Wyze Wealth Advisors, LLC reports 5 employees.
Wyze Wealth Advisors, LLC is based in Canonsburg, PA and has been SEC-registered since 2024.
Wyze Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $226M |
| Non-discretionary | $4M |
| Total (RAUM) | $230M |