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Nicholas Lewandowski

Wyze Wealth Advisors, LLC

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About Nicholas Lewandowski

Nicholas Lewandowski is a financial advisor with Wyze Wealth Advisors, LLC, based in Canonsburg, PA. Nicholas has been in the financial services industry for over 10 years. Nicholas specializes in working with high-net-worth individuals and charitable organizations. Nicholas holds the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.

Firm Information

Nicholas Lewandowski is currently registered with Wyze Wealth Advisors, LLC. Wyze Wealth Advisors, LLC is a registered investment advisor located in Canonsburg, Pennsylvania. The firm manages approximately $230 million in assets for 407 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They offer financial planning and portfolio management services for individuals.
Wyze Wealth Advisors, LLC

1800 MAIN STREET

CANONSBURG, PA 15317

$230.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Lewandowski’s Registration & Firm History

PA

09/18/2024 - Present

Wyze Wealth Advisors, LLC (CANONSBURG PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Lewandowski.
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