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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 23, 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 |
|---|---|---|---|---|
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WYATT, RONALD, PAUL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR, CHIEF COMPLIANCE OFFICER | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR, CHIEF COMPLIANCE OFFICER | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR, CHIEF COMPLIANCE OFFICER | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR, CHIEF COMPLIANCE OFFICER | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR | E | Control |
| WYATT, RONALD, PAUL | I | OWNER, IAR | E | Control |
Registrations
Federal
IA
Jun 23, 2025 REGISTERED
Notice Filings (6)
FL NC OH PA TX VA
Address
1800 MAIN STREETSUITE 230
CANONSBURG, PA 15317
United States
Phone: 724-747-6451