SourcingSourcing

WYZE WEALTH ADVISORS, LLC

B61
CRD 329413·SEC 801-129933·CANONSBURG, PA
AUM
$264.5M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$794K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WYZE WEALTH ADVISORS, LLC
CRD
329413
SEC file #
801-129933
EIN
—
DBA names
—

Economics

AUM
$264.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$230.0M → $264.5M▲ +15%
Client mix
Individuals High Net Worth100
Individuals Other38

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
CANONSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
wyzewealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WYATT, RONALD, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WYATT, RONALD, PAUL
HOLLMAN, KINGSTON, MARLAND
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WYZEWEALTHADVISORS.COM
Rdap Domain Creation Date
2023-02-12T14:47:52Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-02-12T14:47:52Z
Rdap Domain Last Changed
2025-07-14T08:20:34Z
Rdap Nameservers
Cash.ns.cloudflare.comMalavika.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1941761
Trust Company Affiliate
No

People (4)

4
WYATT, RONALD, PAUL
IAR · Direct Owner · 87.5%
1941761
KINGSTON MARLAND HOLLMAN
Executive Officer · 2.5%
5563826
RYAN ANDREW WYATT
IAR
6686091
NICHOLAS LEWANDOWSKI
IAR
6412699