CANONSBURG, PACRD 329413Latest ADV February 13, 2026
Wyze Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Canonsburg, PA. Its latest Form ADV filing, dated February 13, 2026, reports $265M in regulatory assets under management, 5 employees, and 461 accounts.
Assets Under Management
$265M
Employees
5
Offices
--
Total Clients
138
Primary office
CANONSBURG, PA
1800 MAIN STREET, SUITE 230, CANONSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.5% of total clients.
Top client categories% of clientsClients
1
HNWI
72.5%
100
2
Individuals
27.5%
38
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of February 13, 2026
Discretionary96.6%
$255M
97% of total RAUM96.6%
Non-discretionary3.4%
$9M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$265M
Total Accounts461
10Y AUM Change+$46M (+20.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee28:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.