# Wyze Wealth Advisors, LLC

> Wyze Wealth Advisors, LLC is an SEC-registered investment advisory firm in Canonsburg, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 329413
- Filed as: WYZE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Canonsburg, PA
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329413
- AdvisorCensus page: https://advisorcensus.com/firm/wyze-wealth-advisors-llc-canonsburg-pa-329413

## Quick answers

**How is Wyze Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wyze Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wyze Wealth Advisors, LLC located?**
Wyze Wealth Advisors, LLC's principal office is in Canonsburg, PA, according to its Form ADV.

**Is Wyze Wealth Advisors, LLC registered with the SEC or a state?**
Wyze Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329413.

**How much does Wyze Wealth Advisors, LLC manage?**
Wyze Wealth Advisors, LLC reports $264,521,124 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (97% discretionary).

**How have Wyze Wealth Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Wyze Wealth Advisors, LLC: Regulatory assets under management: $219,000,000 in the October 2024 data and $264,521,124 in the October 2026 data, up 21%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wyze Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (100); individuals (other than high net worth individuals) (38).

**Which custodians does Wyze Wealth Advisors, LLC use?**
Wyze Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wyze Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329413

**What changed in Wyze Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $264,521,124
- Discretionary: $255,485,634
- Non-discretionary: $9,035,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $9,660,769 |
| High net worth individuals | 100 | $251,890,247 |
| Charitable organizations | Fewer than 5 | $2,970,108 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NC, OH, PA, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $219,000,000 | 4 | August 23, 2024 |
| October 2025 | $230,000,000 | 5 | June 23, 2025 |
| October 2026 | $264,521,124 | 5 | July 17, 2026 |

Regulatory assets under management: $219,000,000 in the October 2024 data and $264,521,124 in the October 2026 data, up 21%.
Total employees: 4 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in CO.

### February 2026
- Regulatory assets under management went from $230,000,000 to $264,521,124 (+15%).
- Registered or notice-filed in WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wyze Wealth Advisors, LLC (CRD 329413): Form ADV filing data as of October 2026.