Overview
Assets Under Management: $230 million
Headquarters: CANONSBURG, PA
High-Net-Worth Clients: 108
Average Client Assets: $2 million
Frequently Asked Questions
WYZE WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329413), WYZE WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
WYZE WEALTH ADVISORS, LLC is headquartered in CANONSBURG, PA.
WYZE WEALTH ADVISORS, LLC serves 108 high-net-worth clients according to their SEC filing dated January 20, 2025. View client details ↓
According to their SEC Form ADV, WYZE WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WYZE WEALTH ADVISORS, LLC manages $230 million in client assets according to their SEC filing dated January 20, 2025.
According to their SEC Form ADV, WYZE WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 407
Discretionary Accounts: 392
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 329413
Last Filing Date: 2025-01-20 00:00:00
Website: https://justcompliance.net