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LYONS WEALTH MANAGEMENT
LYONS WEALTH MANAGEMENT, LLC
CRD 150581 · SEC 801-70437
280 W. CANTON AVE STE 430, WINTER PARK, FL, 32789, United States
Phone
407 951 8710
Fax
407-951-8720
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.1M
Discretionary AUM
$109.1M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $83.1M |
| Investment companies | 1 | $17.9M |
| Pooled investment vehicles | 1 | $4.8M |
| Pension/profit sharing plans | 4 | $3.4M |
States served
CA, CO, IL, MN, NE, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD