# Vestwyze, LLC

> Vestwyze, LLC is a state-registered investment advisory firm in Orlando, FL, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 289127
- Filed as: VESTWYZE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289127
- AdvisorCensus page: https://advisorcensus.com/firm/vestwyze-llc-orlando-fl-289127

## Quick answers

**How is Vestwyze, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vestwyze, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vestwyze, LLC located?**
Vestwyze, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is Vestwyze, LLC registered with the SEC or a state?**
Vestwyze, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289127.

**How much does Vestwyze, LLC manage?**
Vestwyze, LLC reports $9,329,101 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**What types of clients does Vestwyze, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82).

**Does Vestwyze, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289127

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,329,101
- Discretionary: $0
- Non-discretionary: $9,329,101

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $9,329,101 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- vestwyze.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vestwyze, LLC (CRD 289127): Form ADV filing data as of October 2026.