Unclaimed Profile

Ronald Paul Wyatt

WYZE WEALTH ADVISORS, LLC·CANONSBURG, Pennsylvania

Series 7, Series 63, Series 65Clean record24 years registeredWYZE WEALTH ADVISORS, LLC

1800 MAIN STREET, CANONSBURG, PA 15317CRD# 1941761Firm CRD# 329413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Paul Wyatt · CANONSBURG, PA

Registration

CRD #1941761 · WYZE WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WYZE WEALTH ADVISORS, LLC

Jul 2024 – present

TRUE WEALTH DESIGN, LLC

Nov 2020 – Sep 2024

CANONSBURG, PA

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jan 2014 – Dec 2020

CANONSBURG, PA

JFS WEALTH ADVISORS, LLC

Sep 2009 – Feb 2014

PITTSBURGH, PA

WELLS FARGO ADVISORS, LLC

Sep 2001 – Sep 2009

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 5, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WYZE WEALTH ADVISORS, LLC

CRD 329413 · SEC 801-129933

AUM

$219M

Regulatory assets under management

Employees

330 client accounts

Services offered by WYZE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WYZE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Ronald Paul Wyatt offer?

Ronald Paul Wyatt specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CANONSBURG, Pennsylvania for a consultation.

What are Ronald Paul Wyatt's credentials?

Ronald Paul Wyatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Paul Wyatt located?

Ronald Paul Wyatt is based in CANONSBURG, Pennsylvania, working with WYZE WEALTH ADVISORS, LLC. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.

How does Ronald Paul Wyatt charge for services?

Ronald Paul Wyatt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WYZE WEALTH ADVISORS, LLC?

WYZE WEALTH ADVISORS, LLC has approximately 4 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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