Wyze Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wyze Wealth serves individuals, high-net-worth clients, and organizational or business entity clients with a mix of services that include ongoing wealth management (comprehensive financial planning plus discretionary portfolio management), a stand-alone investment advisory platform, and a one-time financial planning engagement. The firm also provides business- and employee-benefit consulting and covers planning areas such as retirement, tax, estate, cash flow, and college savings as part of its engagement offerings.
The firm’s investment approach emphasizes an evidence-based "All‑Season" framework focused on broad diversification, factor exposures (such as valuation and profitability), cost and tax awareness, and a disciplined, rules-based rebalancing process. Implementation varies by account size and objective, ranging from globally diversified ETF portfolios to selective allocations to private debt, private equity, interval funds, and a proprietary concentrated direct-stock strategy, with many accounts managed on a discretionary basis.
Noteworthy distinctions include the firm’s recent establishment and its use of private and alternative investments alongside traditional sleeves, plus a proprietary Wyze Direct stock portfolio applied to larger accounts. The brochure also discloses that a firm-affiliated insurance agent may recommend and be compensated for insurance policies (clients are not required to purchase), and that the standalone planning engagement can be credited toward a subsequent ongoing advisory relationship.
Client services
Expertise
Fee options
$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%
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); exceptions may be granted at management's discretion. Fee-only: Financial Planning Engagement fixed fee of $2,500 for a one-time planning service.
Main office
1800 Main Street, Suite 230
Canonsburg PA 15317
Advisors at this office
3
Most active in
Colorado · Florida · North Carolina · Ohio · Pennsylvania · Texas · Virginia · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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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.
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 10 years of industry experience. He has previously worked at True Wealth Design, LLC, Charles Schwab Bank, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses and is also a licensed insurance agent. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational or business entities, offering comprehensive financial planning, discretionary portfolio management, and business- and employee-benefit consulting. The firm uses an evidence-based, diversified investment approach that includes traditional and alternative investments, with many accounts managed on a discretionary basis.
Ronald W
CFP®, ChFC®, Series 63, Series 65
Canonsburg, PA
Wyze Wealth Advisors, LLC
Ronald Wyatt is a CFP® and ChFC® with 25 years of industry experience. He is currently with Wyze Wealth Advisors, LLC, where he has worked since 2024. His prior experience includes roles at True Wealth Design, LLC and United Capital Financial Advisers, LLC. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizational or business entity clients with comprehensive financial planning, discretionary portfolio management, and business- and employee-benefit consulting. The firm employs an evidence-based "All-Season" investment approach focused on broad diversification, factor exposures, cost and tax awareness, and disciplined rebalancing, offering a range of strategies from globally diversified ETFs to private and alternative investments.
Nicholas L
CFP®, CFA®, Series 66
Canonsburg, PA
Wyze Wealth Advisors, LLC
Nicholas Lewandowski is a CFP® and CFA® with nine years of industry experience. He is currently with Wyze Wealth Advisors, LLC and has previously worked at True Wealth Design, LLC and Allegheny Financial Group. Wyze Wealth Advisors serves individuals, high-net-worth clients, and organizations with comprehensive financial planning, discretionary portfolio management, and business-consulting services. The firm uses an evidence-based "All‑Season" investment approach focused on diversification, factor exposures, cost and tax efficiency, and disciplined rebalancing, often incorporating alternative and private investments.
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