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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 23, 2025 and July 17, 2026, reported AUM increased 15.0%, from $230.0M to $264.5M.
Across 3 reported observations, AUM increased 20.8% between October 4, 2024 and July 17, 2026, from $219.0M to $264.5M.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 3 advisory representatives and 138 clients, or 46 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wyze Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Wyze Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.