$131.3M Total AUM
$112.2M Disc. AUM
28.4% 3Y CAGR
4 Employees
129 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 12-16-2016
- Office Locations
- 1
Office Locations
19 Prince St. 3RD Floor Rochester NY
About Layline Advisors
Layline Advisors is a Rochester, NY SEC-registered RIA providing ongoing financial planning and investment management through a fully independent, fee-only fiduciary model. Founded by CFA charterholder Mark Wyand after a decade on the institutional side, the firm emphasizes plain-English client dialogue and client-centered portfolio oversight. Custodies with Charles Schwab.
Team overview
35 AVG AGE
$43.8M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Foundation summit Fusion
Custodian
Legacy delta Foundation Delta prime Peak atlas Glacier capital Peak bridge Signal Atlas
Investment Themes
Oak Vertex focus Harbor Signal harbor
Investment Vehicles
Legacy Horizon
Platform
Alpha Beacon Oak capital
Services
Horizon Timber vital Radial fusion Prime unison Capital Timber Summit horizon
Technology
Beacon
Owner & Executives
MARK CARL WYAND
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #5402543
- Ownership
- 75% or more
(316) 715-3054
crest.quantum@embercapital.com
in linkedin.com/in/matrix-harbor
Showing 1 of 1 owners & executives
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M
Matthew C Lechner
Financial Planner
- CRD
- #7022127
(644) 590-7696
delta.timber@legacycapital.com
in linkedin.com/in/north-frontier
C
Charles Edward Ruff
--
- CRD
- #7174900
(472) 664-8117
legacy.crest@valuecapital.com
in linkedin.com/in/harbor-delta
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,237,246 | $278,504 |
| Non-Discretionary | $19,074,340 | $1,271,623 |
| Total | $131,311,586 | $314,143 |
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Separately Managed Accounts
Total SMA Asset: $131,311,586
Public Funds:
40.4% Equity - Exchange:
22.2% Cash:
37.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,069,597,197 | 40.4% |
| Equity - Exchange | $587,748,955 | 22.2% |
| Cash | $990,171,663 | 37.4% |
| Total | $2,647,517,815 | 100.0% |