Ronald Paul Wyatt

Employer firm

Wyze Wealth Advisors, LLC CRD 329413

$265M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 11/2020
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 11/2020 → 09/2024
  True Wealth Design, Llc
  Akron, OH
• 04/2024 → Present
  Wyze Wealth Advisors, Llc
  Canonburg, PA

Previous Registrations

• 2020-11-20 → 2024-09-30
  True Wealth Design, Llc
  Akron, OH
  Canonsburg, PA
  Canonsburg, PA
• 2014-01-31 → 2020-12-09
  United Capital Financial Advisors
  Canonsburg, PA
• 2009-09-18 → 2014-02-27
  Jfs Wealth Advisors, Llc
  Pittsburgh, PA
• 2001-09-05 → 2009-09-03
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-11
• S63 Uniform Securities Agent State Law Examination
  1989-04-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ronald Paul Wyatt
• Ron Wyatt
• Ron Paul Wyatt
• Ronald P Wyatt