Larry Lytle
Financial advisor at Wiser Advisor Group LLC · Phoenix, AZ
Last updated 2026-10-10
Claim your profileLarry Lytle is a financial advisor at Wiser Advisor Group LLC in Phoenix, AZ, CRD 4872962. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2009-08-31.
Registration
- CRD number
- 4872962
- Registration status
- Active
- IAPD registration
- 2009-08-31
- Industry Experience
- 17 years
- Work Experience
- 17 years
- States registered
- AZ, CA, FL, SD, TX, UT
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2009-08 to 2017-10 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Mesa, AZ
- 2011-05 to 2017-10 · Bank of America, N.A. · Gilbert, AZ
- 2017-10 to 2023-05 · RBC Capital Markets, LLC · Phoenix, AZ
- 2023-05 to Present · Wiser Advisor Group · Phoenix, AZ
- 2023-08 to 2026-03 · Great Point Capital, LLC · Chicago, IL
- 2026-03 to Present · Quincy Wells Capital, LLC · Phoenix, AZ
Current employment
- Wiser Advisor Group · Phoenix, AZ
Wiser Advisor Group LLC
- Regulatory AUM
- $127,790,495
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $829.8K (Low)
- High-net-worth client ratio
- 63.0% (High)
Wiser Advisor Group LLC: advisors, services and reported ETF investments
About
Larry Lytle is a CFP® financial advisor at Wiser Advisor Group, operating as Wiser Advisor Group LLC in Phoenix, AZ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 17 years of industry experience and 17 years of reported work history.
Wiser Advisor Group LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 51.3 clients per advisor, average assets per client of $829,808, and regulatory AUM of $127.8M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $41.7M across 61 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Larry Lytle personally.
Reported ETF positions
Wiser Advisor Group reports 61 ETF positions worth $41.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $5.6M |
| BUFR — FT Vest Laddered Buffer ETF | $4.9M |
| DTCR — Global X Data Center & Digital Infrastructure ETF | $2.6M |
| XMHQ — Invesco S&P MidCap Quality ETF | $2.6M |
| GRID — First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $2.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Wiser Advisor Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $374.5K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $5.6M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | TMFC — Motley Fool 100 Index ETF | $13.1K | Top 99.6% | Residual alpha +2.26% · Residual Sharpe 0.11 |
| Diversification Benefits | ARKX — ARK Space & Defense Innovation ETF | $228.3K | Top 95.8% | Replicability (R²) 63.8% · Residual Sharpe 0.09 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Wiser Advisor Group LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
Phoenix, AZ
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 480-500-9055
- Website: wiser-advisor.com
Official record
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