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LYLES WEALTH MANAGEMENT LLC
CRD 299373
105 LAUREL CREEK RD., SUITE 11B, CALHOUN, GA, 30701, United States
Phone
770-630-9259
Fax
706-383-6973
Registration
— (—)
Source
State registered
Total AUM
$41.4M
Discretionary AUM
$39.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $13.3M |
| High net worth individuals | 21 | $26.5M |
| Pension/profit sharing plans | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD