Wyand Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wyand Wealth LLC is a recently formed, state-registered investment adviser that provides investment management and financial planning exclusively to individual and family clients. The firm currently reports no assets under management and focuses its portfolio implementation on Exchange Traded Funds and individual equity securities while offering stand‑alone financial planning engagements.
The firm describes a top‑down, asset allocation process that combines macroeconomic and fundamental analysis with client‑specific discovery to build customized, generally long‑term portfolios; valuation metrics such as price‑to‑earnings and price‑to‑sales ratios are used when assessing opportunities. Management is provided on a discretionary basis and all client accounts are held at a single qualified custodian (Charles Schwab), with the firm accommodating reasonable client restrictions on investments.
Distinctive aspects relative to many investment‑manager peers include its exclusive focus on individuals and families rather than pooled or institutional vehicles, operation by a single adviser who also performs the firm’s compliance oversight, and its status as a fee‑only adviser that does not accept performance‑based compensation or third‑party referral fees. As an initial filing with no current client assets, the firm’s processes (custody at one custodian, self‑supervision, and ETF/stock emphasis) may be especially relevant for prospective clients assessing a start‑up adviser.
Client services
Expertise
Fee options
Flat fee for stand-alone Financial Planning services, not to exceed $1,500
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.60%
Fee-only: Investment Management fees charged as asset-based fees per tiers; Financial Planning fees as flat fees up to $1,500
Main office
Saint Petersburg FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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