Overview
Assets Under Management: $127 million
Headquarters: WINTER PARK, FL
Frequently Asked Questions
LYONS WEALTH MANAGEMENT, LLC 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 #150581), LYONS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LYONS WEALTH MANAGEMENT, LLC is headquartered in WINTER PARK, FL.
According to their SEC Form ADV, LYONS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for businesses. View all service details ↓
LYONS WEALTH MANAGEMENT, LLC manages $127 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, LYONS WEALTH MANAGEMENT, LLC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Total Client Accounts: 257
Discretionary Accounts: 257
Regulatory Filings
CRD Number: 150581
Filing ID: 1973599
Last Filing Date: 2025-04-01 15:25:00
Website: https://lyonswealth.com