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ADVYZON INVESTMENT MANAGEMENT, LLC

LISLE, IL · CRD 318816 · IAPD ↗ · advyzon.com · 844-340-1898

$1.68BRegulatory AUM
3Advisory reps
21Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — ADVYZON INVESTMENT MANAGEMENT, LLC crossed $1B in regulatory AUM ($502.4M -> $1.68B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — ADVYZON INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($207.6M -> $502.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — ADVYZON INVESTMENT MANAGEMENT, LLC reported RAUM up 91% ($108.5M -> $207.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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