Ronald Paul Wyatt
Investment adviser representative at Wyze Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$264.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wyze Wealth Advisors, LLCApr 2024 to now
- True Wealth Design, LLCNov 2020 to Sep 2024
- United Capital Financial Advisers, LLCJan 2014 to Nov 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wyze Wealth Advisors, LLC
$264.5MAssets managed
138Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1941761
- Firm CRD
- 329413