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WYZE WEALTH ADVISORS, LLC
CRD 329413File 801-129933
APPROVED
Retail clients
Filing as of Jul 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$264.5M
Below cohort median (national)
Discretionary AUM
$255.5M
Non-discretionary $9.0M
Clients
138
461 accounts
Employees
5
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 18, 2024
- Principal office
- 1800 MAIN STREET, SUITE 230, CANONSBURG, PA, 15317
- Phone
- 724-747-6451
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $264.5M
- Discretionary AUM
- $255.5M
- Non-discretionary AUM
- $9.0M
- Discretionary accounts
- 447
- Non-discretionary accounts
- 14
- Total accounts
- 461
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 100 | $251.9M |
| Individuals (other than high net worth individuals) | 38 | $9.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.