Wyze Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Wyze Wealth Advisors reports 138 clients. They include 100 high-net-worth individuals and 38 individual clients. Of its assets, 96.6% ($255M across 447 accounts) are managed with discretion; $9.04M across 14 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 4% |
| High-net-worth individuals | 72% | 95% |
| Charitable organizations | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 38 | $9.66M | 3.7% | $254K |
| High-net-worth individuals | 100 | $252M | 95.2% | $2.52M |
| Charitable organizations | Fewer than 5 | $2.97M | 1.1% | — |
| Total | 138 | $265M | 100% | — |
- Clients
- 38
- Regulatory AUM
- $9.66M
- AUM share
- 3.7%
- Avg. per client
- $254K
- Clients
- 100
- Regulatory AUM
- $252M
- AUM share
- 95.2%
- Avg. per client
- $2.52M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.97M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 138
- Regulatory AUM
- $265M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Wyze Wealth Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Engagement
- Stand-alone financial planning is a one-time fixed fee of $2,500, paid $1,250 at the start and $1,250 at the Strategy Meeting, credited to later advisory fees.
Ronald Wyatt owns 75% or more of Wyze Wealth Advisors. The leadership team of Wyze Wealth Advisors includes Chief Compliance Officer Kingston Hollman. It has 5 employees, 3 of them in advisory roles.
Leadership
Kingston HollmanChief Compliance Officer- Ronald WyattOwner, Iar
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Nicholas Lewandowski
- Ronald Paul Wyatt
- Ryan Andrew Wyatt
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Wyze Wealth Advisors, LLC
Ronald Wyatt
Control person · since February 2024
Wyze Wealth Advisors’ regulatory assets grew from $219M (July 2024) to $265M (July 2026); clients were 138 in both filings and employees rose from 1 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $265M | 138 | 5 | 1 |
| June 2025 | $230M | 129 | 5 | 1 |
| July 2024 | $219M | 140 | 1 | 1 |
Besides its headquarters, Wyze Wealth Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 1800 Main Street, Suite 230, CanonsburgHQ
Contact and registration details
- Legal name
- Wyze Wealth Advisors, LLC
- Headquarters
- 1800 Main Street, Suite 230, Canonsburg, PA 15317
- Website
- wyzewealthadvisors.com
- Phone
- 724-747-6451
- SEC file
- 801-129933
- Founded
- 2024
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Wyze Wealth Advisors uses Charles Schwab ($265M) as custodian for its separately managed accounts. Wyze Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $265M100%
At year end, Wyze Wealth Advisors’ separately managed accounts were mostly in stocks (96%).
What the accounts hold
- Stocks96%
- Bonds3%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- Cash1%
How many clients does Wyze Wealth Advisors have?
Wyze Wealth Advisors has 138 clients and manages $265 million for them, as of July 2026. They include 100 high-net-worth individuals and 38 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does Wyze Wealth Advisors offer?
Wyze Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Wyze Wealth Advisors use?
Wyze Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $265M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026
How many financial advisors does Wyze Wealth Advisors have?
Wyze Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wyze Wealth Advisors invest in?
At the end of its last fiscal year, Wyze Wealth Advisors’ separately managed accounts held 96% exchange-traded equities, 2% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wyze Wealth Advisors?
Wyze Wealth Advisors’ direct owner is Ronald Wyatt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does Wyze Wealth Advisors get paid?
Wyze Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wyze Wealth Advisors?
Wyze Wealth Advisors’ main office is at 1800 Main Street, Suite 230, Canonsburg, PA 15317. Its phone number is 724-747-6451. Its website is wyzewealthadvisors.com.