Nicholas Lewandowski
Investment adviser representative at Wyze Wealth Advisors, LLC
8 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
8 years in the industry.
- Wyze Wealth Advisors, LLCAug 2024 to now
- True Wealth Design, LLCJan 2024 to Aug 2024
- UnemployedOct 2023 to Dec 2023
- Allegheny Financial GroupOct 2016 to Sep 2023
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6412699
- Firm CRD
- 329413