WIZEST INC.

· CRD 315156 · IAPD ↗ · wizest.com · 617-842-8856

$52,017Regulatory AUM

1Advisory reps

1Employees

0Clients

0Planning clients

0Private funds

0States

0Disclosures

wealthSegment

ApprovedSEC status

Filing changes

February 2026 — WIZEST INC. (location n/a) left the SEC roster (was $52,017 RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.