# ADVIZE WEALTH MANAGEMENT

ADVIZE WEALTH MANAGEMENT of ROCHESTER, MI is an SEC-registered investment adviser.

## Registration

- CRD: 297380
- Type: SEC-registered investment adviser
- Location: 429 S. MAIN STREET, ROCHESTER, MI, 48307
- Phone: (310) 765-7568
- Latest filing: 2026-07-29
- Regulatory AUM: $68.7M
- Discretionary AUM: $66.8M
- Non-discretionary AUM: $1.9M
- Clients: 2
- Accounts: 299

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297380/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297380/similar
- Related entities: https://search.stillhousedata.com/firm/297380/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297380

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.