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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| WYZE Wealth Advisors LLC
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|---|---|
| CRD # | 329413 |
| SEC # | 801-129933 |
| CIK # | |
| AUM | $230.0 M (2025-06-23) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 724-747-6451 |
| Address | 1800 Main Street Canonsburg, PA 15317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 3.9 |
| (b) Individuals (high net worth individuals) | 108 | 225.3 |
| (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 | 0.8 |
| (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 | 407 | 230.0 |
| By Discretionary | ||
| Discretionary | 392 | 226.0 |
| Non-Discretionary | 15 | 4.0 |
| Total | 407 | 230.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.0 | |
| Total | 407 | 230.0 |
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|---|---|---|
|
Knox Wealth Partners Advisory LLC
✚
|
TN | 0.2 |
|
Eagle Bluffs Wealth Management LLC
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MO | 0.2 |
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VA | 0.2 |
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Capstone Wealth Advisors LLC
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OR | 0.2 |
|
Scott Marsh Financial LLC
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0.2 | |
|
RMSincerbeaux Capital Management LLC
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|
NY | 0.2 |
|
Insight INV LLC
✚
|
CA | 0.2 |
|
Financial Advisory Services LLC
✚
|
PA | 0.2 |
|
Wealthcollab LLC
✚
|
WA | 0.2 |
|
Volaris Capital Management LLC
✚
|
NJ | 0.2 |