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Wealthwyzr
Wealthwyzr, LLC is a fee-only, advice-only financial planning firm and registered investment advisor. It helps clients make informed financial decisions with...
Overview
Wealthwyzr, LLC is a fee-only, advice-only financial planning firm and registered investment advisor. It helps clients make informed financial decisions with proactive guidance on managing cash flow, reducing lifetime taxes, and investing prudently. The firm works with retirees, pre-retirees, and young families and does not sell products or earn commissions.
General information
Firm type
RIA
Location
City
Ellicott City
Principals
Avanti Shetye
MBA, CFA, CFP®, founder
Avanti Shetye
founder of Wealthwyzr, LLC
Sector focus
Frequently asked questions
Is any investment activity publicly attributable to Wealthwyzr?
None. No direct deals, fund commitments, real estate acquisitions, or public-market filings link to this entity. It has no known presence in any transaction database, and no GP has named Wealthwyzr as a limited partner in fund documents or press.
Who are the principals behind Wealthwyzr?
This remains unknown as of mid-2026. No individual has publicly associated their name with Wealthwyzr in a professional capacity, regulatory filing, or press interview. The firm's LLC registration does not surface managing members in readily accessible records.
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