RIA Intel›Advisers›Florida›VESTWYZE, LLC

VESTWYZE, LLC

Advisory

ORLANDO, FL

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in FL

#2,210

of 2,610 advisers by AUM

Average account

$75K

across 124 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients82

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

82 clients

The full client-type breakdown and the share of AUM each category represents.

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