Advyzon Investment Management, LLC

Overview

Advyzon Investment Management, LLC is an SEC registered investment adviser based in Lisle, IL, registered since 2022. It reports $1.7B in assets under management across 7,784 accounts, with 21 employees. It has 1 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

71%

Accounts

7,784

Average account

$215K

Employees

21

Advisory reps

1

Registered since

2022

Jurisdictions

53

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Other Investment Advisors

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Lee C Andreatta Chief Executive Officer, Chief Compliance Officer CRD 2968588
• Brian Ernest Huckstep Chief Investment Officer CRD 7246750
• Meghan Elyse Holmes Chief Operating Officer, Chief Compliance Officer CRD 5366393

Advisory reps 1 of 1

• Xiaoxi Chen Investment Adviser Rep CRD 7712972

Location

Headquarters

4300 Commerce Ct Ste 260
Lisle, IL 60532

County

DuPage

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: advyzon.com

Every state, with registration dates

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