Overview
Assets Under Management: $356 million
Headquarters: YOUNGSTOWN, OH
High-Net-Worth Clients: 94
Average Client Assets: $3 million
Frequently Asked Questions
ALCYON WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334909), ALCYON WEALTH PARTNERS is subject to fiduciary duty under federal law.
ALCYON WEALTH PARTNERS is headquartered in YOUNGSTOWN, OH.
ALCYON WEALTH PARTNERS serves 94 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, ALCYON WEALTH PARTNERS offers financial planning and portfolio management for individuals. View all service details ↓
ALCYON WEALTH PARTNERS manages $356 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, ALCYON WEALTH PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.97
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,096
Discretionary Accounts: 1,096
Regulatory Filings
CRD Number: 334909
Filing ID: 2049173
Last Filing Date: 2026-02-19 08:52:33