ADVYZON INVESTMENT MANAGEMENT, LLC
CRD #318816 SEC #801-123361 LISLE, IL 844-340-1898
SEC Registered
Total AUM
$502.4M
Discretionary
$387.3M
Employees
15
Clients
0
Accounts
2,340
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ANDREATTA, LEE, C | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF OPERATING OFFICER | NA | Control |
| HOLMES, MEGHAN, ELYSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Huckstep, Brian, Ernest | I | CHIEF INVESTMENT OFFICER | NA | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
| YHLSOFT, INC. | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
| LI, HAILIN, (NO MIDDLE NAME) | I | YHLSOFT, INC. | E | Control |
Registrations
Federal
IA
Nov 26, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
4300 COMMERCE COURTSUITE 260
LISLE, IL 60532
United States
Phone: 844-340-1898