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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2024
- Office Locations
- 1
Office Locations
About Wyze Wealth Advisors, LLC
WYZE Wealth Advisors provides data-driven wealth management and comprehensive retirement planning for affluent individuals and couples—especially age 50+ with $1M+ saved—plus business owners and tech professionals. Services include financial and retirement planning, tax planning, investment management, and charitable planning. Their approach emphasizes showing the math behind retirement income decisions, with portfolios built primarily using ETFs (with some bonds/cash) and custody at Schwab, supported by their Retire Right podcast and ongoing research content.
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Owner & Executives
RONALD PAUL WYATT
Financial Advisor, Owner, Wealth Advisor
- CRD
- #1941761
- Ownership
- 75% or more
KINGSTON MARLAND HOLLMAN
Chief Compliance Officer
- CRD
- #5563826
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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NICHOLAS LEWANDOWSKI
Wealth Advisor
- CRD
- #6412699
RYAN ANDREW WYATT
Wealth Advisor
- CRD
- #6686091
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,485,634 | $571,556 |
| Non-Discretionary | $9,035,490 | $645,392 |
| Total | $264,521,124 | $573,799 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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