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Building 2WYZE WEALTH ADVISORS, LLC

Map pinCANONSBURG, PA
Phone724-747-6451
NotebookSEC #801-129933
Total AUM
$264.5M
Employees
5
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 MAIN STREET
SUITE 230
CANONSBURG
PA 15317
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
724-747-6451

ReceiptFinancials

Total AUM
$264.5M
Accounts
461
Discretionary
$255.5M
Accounts
447
Non-Discretionary
$9M
Accounts
14

ContactClients

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Individual Clients
38
AUM
$9.7M
HNW Individual Clients
100
AUM
$251.9M
Charitable Organization Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNCOHPATXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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