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| Keyboard |
| WYZE Wealth Advisors LLC
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|---|---|
| CRD # | 329413 |
| SEC # | 801-129933 |
| CIK # | |
| AUM | 264.5 M (2026-06-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 724-747-6451 |
| Address | 1800 Main Street Canonsburg, PA 15317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 9.7 |
| (b) Individuals (high net worth individuals) | 100 | 251.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 264.5 |
| By Discretionary | ||
| Discretionary | 447 | 255.5 |
| Non-Discretionary | 14 | 9.0 |
| Total | 461 | 264.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.5 | |
| Total | 461 | 264.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Woodside Wealth Management LLC
✚
|
MA | 266.6 M |
|
Garnett Advisors LLC
✚
|
TX | 265.7 M |
|
Thinagee Investments Inc
✚
|
MD | 265.4 M |
|
Gordian Advisors LLC
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|
AZ | 265.2 M |
|
Birch Financial Group LLC
✚
|
NH | 264.7 M |
|
KRM Wealth Management LLC
✚
|
NV | 264.7 M |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 263.9 M |
|
Guidestream Financial Inc
✚
|
MI | 263.5 M |
|
JC Capital Advisors Group LLC
✚
|
CT | 263.0 M |
|
Mount Tamalpais Asset Management LLC
✚
|
CA | 262.5 M |