Overview
Assets Under Management: $311 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 115
Average Client Assets: $1 million
Frequently Asked Questions
LYON WEALTH ADVISORS 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 #325041), LYON WEALTH ADVISORS is subject to fiduciary duty under federal law.
LYON WEALTH ADVISORS is headquartered in CHARLOTTE, NC.
LYON WEALTH ADVISORS serves 115 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, LYON WEALTH ADVISORS offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
LYON WEALTH ADVISORS manages $311 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, LYON WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.20
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 686
Discretionary Accounts: 686
Regulatory Filings
CRD Number: 325041
Filing ID: 2046847
Last Filing Date: 2026-01-29 09:50:45