# ADVYZON INVESTMENT MANAGEMENT, LLC

ADVYZON INVESTMENT MANAGEMENT, LLC of LISLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 318816
- Type: SEC-registered investment adviser
- SEC file number: 801-123361
- Location: 4300 COMMERCE COURT, SUITE 260, LISLE, IL, 60532
- Phone: 844-340-1898
- Latest filing: 2026-04-01
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $490.1M
- Clients: 21
- Accounts: 7,784

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Lee C Andreatta | CHIEF EXECUTIVE OFFICER | — |
| Brian Ernest Huckstep | CHIEF INVESTMENT OFFICER | — |
| Hailin No Middle Name Li | SHAREHOLDER | — |
| Meghan Elyse Holmes | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| LI HAILIN NO MIDDLE NAME | SHAREHOLDER | — |
| ANDREATTA LEE C | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Huckstep Brian Ernest | CHIEF INVESTMENT OFFICER | — |
| HOLMES MEGHAN ELYSE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Hailin (No Middle Name) Li | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318816/similar
- Related entities: https://search.stillhousedata.com/firm/318816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318816

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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.