Wyze Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$264,521,124
Total clients
138
72% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
46
Average account size
$1,916,820
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
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%
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.
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.
Main office location
Wyze Wealth Advisors, LLC
1800 Main Street, Suite 230
Canonsburg PA 15317, United States
Number of offices
1
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