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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant37 years in industry

RONALD PAUL WYATT

Advisor at WYZE WEALTH ADVISORS, LLC

CANONSBURG, PA

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Search this name across graphsid dfx:ria:de7fda82-6392-42d0-e6e7-1c177360c006

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 5, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WYZE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 28, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Apr 28, 1989
First registration: Sep 5, 2001
Dual registered: no
Other names: RONALD PAUL WYATT|RON WYATT|RON PAUL WYATT|RONALD P WYATT
IAPD individual key: 1941761

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WYZE WEALTH ADVISORS, LLC	Independent wealth	Jul 19, 2024	n/a	yes	CANONSBURG, PA	Current employment
TRUE WEALTH DESIGN, LLC	Independent wealth	Nov 20, 2020	Sep 30, 2024	no	AKRON, OH\|Canonsburg, PA\|CANONSBURG, PA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jan 31, 2014	Dec 9, 2020	no	CANONSBURG, PA	Previous registration
JFS WEALTH ADVISORS, LLC	Independent wealth	Sep 18, 2009	Feb 27, 2014	no	PITTSBURGH, PA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 5, 2001	Sep 3, 2009	no	PITTSBURGH, PA\|PITTSBURGH, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUE WEALTH DESIGN, LLC	WYZE WEALTH ADVISORS, LLC	Sep 30, 2024	Jul 19, 2024	-73	Firm change after gap	RIA to RIA
UNITED CAPITAL FINANCIAL ADVISORS	TRUE WEALTH DESIGN, LLC	Dec 9, 2020	Nov 20, 2020	-19	Firm change	Ibd to RIA
JFS WEALTH ADVISORS, LLC	UNITED CAPITAL FINANCIAL ADVISORS	Feb 27, 2014	Jan 31, 2014	-27	Firm change	Other
WELLS FARGO ADVISORS	JFS WEALTH ADVISORS, LLC	Sep 3, 2009	Sep 18, 2009	15	Firm change	Other

Relationships

Registered with (5)

→ WYZE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jul 19, 2024 to presentfactForm ADV
→ TRUE WEALTH DESIGN, LLCRegistered adviserregistration: previous registration
Nov 20, 2020 to Sep 30, 2024factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2014 to Dec 9, 2020factForm ADV
→ JFS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 18, 2009 to Feb 27, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 5, 2001 to Sep 3, 2009factForm ADV

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
Ronald Paul Wyatt left True Wealth Design, Llc for Wyze Wealth Advisors, Llc (registered 2024-07-19)
Form ADVobserved 5 days ago