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WYZE WEALTH ADVISORS, LLC

CANONSBURG, PA · CRD 329413 · IAPD ↗ · wyzewealthadvisors.com · 724-747-6451

$264.5MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — WYZE WEALTH ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — WYZE WEALTH ADVISORS, LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — WYZE WEALTH ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
July 2025 — WYZE WEALTH ADVISORS, LLC notice-filed in FL, NC, OH, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
September 2024 — WYZE WEALTH ADVISORS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
May 2024 — WYZE WEALTH ADVISORS, LLC (CANONSBURG, PA) is newly SEC-registered with $219.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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