Bryan Patrick Wylie

Employer firm

Provision Wealth Management, Inc CRD 287500

$97.6M 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

• 09/2013 → 07/2025
  Northwestern Mutual Investment Services, Llc
  Durham, NC
• 01/2015 → 04/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2016 → 04/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2017 → 01/2025
  Zenfish
  Durham, NC
• 05/2018 → 07/2025
  Triangle Wealth Advisors
  Durham, NC
• 07/2025 → 07/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2025 → Present
  Provision Wealth Management, Inc
  Raleigh, NC

Other Businesses

INSURANCE SALES; INVESTMENT RELATED; RALEIGH, NC; INSURANCE AGENT, JUNE 2025 TO PRESENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-17

Designations

• Certified Financial Planner

Other Names

• Bryan P Wylie
• Bryan P Wylie