Owner, IAR · Wyze Wealth Advisors, LLC
Ronald P. Wyatt
CRD 1941761 · Named on Form ADV at one SEC-registered adviser
At a glance
Wyze Wealth Advisors, LLC, an SEC-registered wealth manager based in Canonsburg, PA with $265 million in regulatory assets, lists Ronald P. Wyatt on its Form ADV as Owner, IAR, a control person.
Firms and roles
- Wyze Wealth Advisors, LLCOwner, IARWealth manager · Canonsburg, PA · $265M in regulatory assets
AtlasMembers
Ronald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kingston M. HollmanChief Compliance Officer, Wyze Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ronald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.