Wyze Wealth Advisors, LLC

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Client assets under management

$261,551,016

Clients

138

72% high-net-worth

Advisors

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,895,297

About

Wyze Wealth Advisors works primarily with individual clients—including high-net-worth individuals—and business entities, providing comprehensive financial planning, discretionary portfolio management, and stand-alone investment advisory services. Its wealth management engagements cover retirement planning, tax and estate guidance, cash flow and debt management, employee benefits optimization, and business planning.

The firm follows an evidence-based "All-Season" investment framework that emphasizes broad diversification, systematic rebalancing, and cost- and tax-aware implementation across ETFs, mutual funds, individual securities, interval funds, and private funds. It offers multiple implementation tiers (Core, Core Plus, Core Enhanced) and a proprietary concentrated direct-stock strategy, and it uses tools such as Monte Carlo analysis to tailor investment policy and measure retirement probability for clients.

Notably, an associated licensed insurance agent may recommend insurance policies for which the firm can receive compensation—an arrangement that is uncommon among similar supported firms. The firm’s routine use of private-market allocations (private debt, private equity, and interval funds) combined with its proprietary direct-stock strategy further differentiates its implementation from many peers that focus primarily on public-market ETF portfolios.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Retirement income strategy Roth conversion strategy Tax-loss harvesting Private / alternative investments

Fee options

Percentage

$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $20,000,000: 0.33% $20,000,001+: 0.25%

Other

Account minimum: No minimum account size; however, there is a minimum annual fee requirement of $5,000 for Investment Advisory Services (Stand-Alone) and $7,500 for Wealth Management Services (Financial Planning + Investment Advisory). Exceptions can be granted at management's discretion. Minimum fee: $5,000 minimum annual fee for Investment Advisory Services (Stand-Alone); $7,500 minimum annual fee for Wealth Management Services (Financial Planning + Investment Advisory) Fee-only: Yes, fees are only advisory fees; no commissions are charged.

Main office location

Wyze Wealth Advisors, LLC

1800 Main Street, Suite 230

Canonsburg PA 15317, United States

Number of offices

Most active in

Colorado · Florida · North Carolina · Ohio · Pennsylvania · Texas · Virginia · West Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 724-747-6451

Advisors at this firm

Ryan W

Series 63, Series 66

Canonsburg, PA

Wyze Wealth Advisors, LLC

Ryan Wyatt is a financial advisor at Wyze Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. Wyatt is also a licensed insurance agent. Wyze Wealth Advisors serves individual and business clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based investment approach focused on broad diversification, systematic rebalancing, and tax-efficient implementation, with distinctive use of private-market allocations and a proprietary direct-stock strategy.

General retirement planning Retirement income strategy Roth conversion strategy Tax-loss harvesting Private / alternative investments

Ronald W

CFP®, ChFC®, Series 63, Series 65

Canonsburg, PA

Wyze Wealth Advisors, LLC

Ronald Wyatt is a CFP® and ChFC® with 24 years of industry experience. He is currently an advisor at Wyze Wealth Advisors, LLC, having previously worked at True Wealth Design, LLC and United Capital Financial Advisers, LLC. Wyze Wealth Advisors serves individual clients, including high-net-worth individuals, and business entities with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based "All-Season" investment framework focused on broad diversification, systematic rebalancing, and cost- and tax-aware implementation across various asset types.

General retirement planning Retirement income strategy Roth conversion strategy Tax-loss harvesting Private / alternative investments

Nicholas L

CFP®, CFA®, Series 66

Canonsburg, PA

Wyze Wealth Advisors, LLC

Nicholas Lewandowski is a CFP®, CFA®, and holds a Series 66 license with nine years of experience in financial advising. He has worked at Wyze Wealth Advisors, LLC since 2024 and previously spent several years at Allegheny Financial Group. Wyze Wealth Advisors serves individual clients, including high-net-worth individuals, and business entities by providing comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based "All-Season" investment framework with a focus on broad diversification, systematic rebalancing, and tax-aware implementation across various asset classes, including private-market allocations and a proprietary direct-stock strategy.

General retirement planning Retirement income strategy Roth conversion strategy Tax-loss harvesting Private / alternative investments

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