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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-03-2018
- Office Locations
- 1
Office Locations
About Lyles Wealth Management LLC
Lyles Wealth Management LLC is a Georgia-based RIA serving households with goal-based financial planning and portfolio construction tailored to risk tolerance and market volatility. The firm emphasizes family and multigenerational wealth planning, including retirement, college funding, tax-efficient strategies, life insurance and estate planning. Portfolios are ETF-forward with fixed income exposure, custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 96.3% is discretionary and 3.7% is non-discretionary.
The firm reports 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $583.1K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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Owner & Executives
ADRIAN DEVON LYLES
Associate, Chief Compliance Officer, Managing Member
- CRD
- #5889785
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,874,115 | -- |
| Non-Discretionary | $1,522,803 | -- |
| Total | $41,396,918 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lyles Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.