VESTWYZE, LLC

VESTWYZE, LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 289127). Regulatory assets under management: $9.3M.

Registration

• CRD: 289127
• Type: Registered investment adviser
• Location: 618 E. SOUTH STREET, ORLANDO, FL, 32801
• Phone: 407-537-9427
• Latest filing: 2026-03-11
• Regulatory AUM: $9.3M
• Non-discretionary AUM: $9.3M
• Clients: 2
• Accounts: 124

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search