WYZE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$264,521,124
Discretionary
$255,485,634
Non-discretionary
$9,035,490
Firm details
- CRD number
- 329413
- SEC file number
- 801-129933
- Main office
- CANONSBURG, PA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://wyzewealthadvisors.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.