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WYZE WEALTH ADVISORS, LLC
CRD 329413 · SEC 801-129933
1800 MAIN STREET, SUITE 230, CANONSBURG, PA, 15317, United States
Phone
724-747-6451
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.5M
Discretionary AUM
$255.5M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $9.7M |
| High net worth individuals | 100 | $251.9M |
States served
CO, NC, OH, PA, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD