{"url":"https://nivawealth.com/firms/wyze-wealth-advisors-329413","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/329413","regulatoryAum":264521124,"crd":"329413","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6412699","suffix":null,"lastName":"LEWANDOWSKI","firstName":"NICHOLAS","middleName":null},{"crd":"1941761","suffix":null,"lastName":"WYATT","firstName":"RONALD","middleName":"PAUL"},{"crd":"6686091","suffix":null,"lastName":"WYATT","firstName":"RYAN","middleName":"ANDREW"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-31","regulatoryAum":219000000,"clients":140,"employees":1,"offices":1},{"filedOn":"2025-06-23","regulatoryAum":230000000,"clients":129,"employees":5,"offices":1},{"filedOn":"2026-07-17","regulatoryAum":264521124,"clients":138,"employees":5,"offices":1}],"secFileNumber":"801-129933","legalName":"Wyze 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fees.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049798","versionId":1049798,"submittedOn":"2026-06-26","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:39:11.49855+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049798","versionId":1049798,"submittedOn":"2026-06-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":264521124}],"custodyNote":"Wyze Wealth Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kingston Hollman","title":"Chief Compliance Officer","crd":"5563826"},{"name":"Ronald Wyatt","title":"Owner, Iar","crd":"1941761"}],"ownership":[{"label":"Ronald Wyatt","detail":"Owner, iar in the 75% or more ownership band and a control person, since February 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"1800 Main Street, Suite 230","city":"Canonsburg","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"724-747-6451","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":96},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wyze Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wyze Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wyze Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wyze Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wyze Wealth Advisors?","answer":"Wyze Wealth Advisors’ direct owner is Ronald Wyatt (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wyze Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wyze Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}