WYZE WEALTH ADVISORS, LLC
CRD #329413 SEC #801-129933 CANONSBURG, PA 724-747-6451
SEC Registered
Total AUM
$230M
Discretionary
$226M
Employees
5
Clients
51
Accounts
407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $230M | $226M | $4M | 5 | 0 |
| Jan 2025 | $230M | $226M | $4M | 5 | 0 |
| Oct 2024 | $219M | $210M | $9M | 4 | 0 |
| Aug 2024 | $219M | $210M | $9M | 4 | 0 |
| Aug 2024 | $219M | $210M | $9M | 4 | 0 |
| Jul 2024 | $219M | $210M | $9M | 1 | 0 |
| Jun 2024 | $219M | $210M | $9M | 1 | 0 |
| Mar 2024 | $219M | $210M | $9M | 1 | 0 |
| Mar 2024 | $219M | $210M | $9M | 1 | 0 |
DateJun 2025
Total AUM$230M
Discretionary$226M
Non-Disc.$4M
Employees5
Clients0
DateJan 2025
Total AUM$230M
Discretionary$226M
Non-Disc.$4M
Employees5
Clients0
DateOct 2024
Total AUM$219M
Discretionary$210M
Non-Disc.$9M
Employees4
Clients0
DateAug 2024
Total AUM$219M
Discretionary$210M
Non-Disc.$9M
Employees4
Clients0
DateAug 2024
Total AUM$219M
Discretionary$210M
Non-Disc.$9M
Employees4
Clients0
DateJul 2024
Total AUM$219M
Discretionary$210M
Non-Disc.$9M
Employees1
Clients0
DateJun 2024
Total AUM$219M
Discretionary$210M
Non-Disc.$9M
Employees1
Clients0
DateMar 2024
Total AUM$219M
Discretionary$210M
Non-Disc.$9M
Employees1
Clients0
DateMar 2024
Total AUM$219M
Discretionary$210M
Non-Disc.$9M
Employees1
Clients0