Wyze Wealth Advisors, Llc
- Regulatory AUM
- $265M
- Discretionary
- $255M
- Clients
- 138
- Avg AUM / client
- $1.9M
- Accounts
- 461
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $9.7M | 3.65% |
| High net worth individuals | 100 | $252M | 95.2% |
| Charitable organizations | Fewer than 5 | $3.0M | 1.12% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Paul Wyatt | Owner, Iar | CFP Chartered Financial Consultant | Feb 2024 (3y) | 75% or more |
| Kingston Marland Hollman | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Nicholas Lewandowski | Registered representative | CFP CFA | Sep 2024 (2y) | |
| Ryan Andrew Wyatt | Registered representative | Sep 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $265M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗