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VESTWYZE, LLC
CRD 289127
618 E. SOUTH STREET, SUITE 500, ORLANDO, FL, 32801, United States
Phone
407-537-9427
Fax
(727) 285-9302
Registration
— (—)
Source
State registered
Total AUM
$9.3M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; SOLICITOR'S FEE
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)REFERRAL
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $9.3M |
All web addresses on file
Official SEC filing: View on IAPD