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Wyze Wealth Advisors, LLC CRD 329413
$265M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1800 Main Street Suite 230, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-18 |
Branch Locations
1800 Main Street Suite 230, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2016 | 03/2019 |
| Charles Schwab & Co., Inc. | Richmond | VA | 04/2019 | 10/2020 |
| Charles Schwab Bank | Richmond | VA | 04/2019 | 11/2020 |
| True Wealth Design, Llc | Akron | OH | 11/2020 | 08/2024 |
| Wyze Wealth Advisors, Llc | Canonsburg | PA | 08/2024 | Present |
Ryan Wyatt investment-related 1800 Main Street, Suite 230, Canonsburg, PA 15317 insurance Licensed Insurance Agent 07/2019 0-1 hours per month 0 hours during trading sell insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-23 |
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