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Lyles Wealth Management LLC

Lyles Wealth Management LLC. CRD 299373

Lyles Wealth Management LLC logo

CRD: 299373

Lyles Wealth Management LLC

Calhoun, GA, 30701
7706309259
lyleswealth.com
$41.4M Total AUM
$39.9M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Wells Fargo
Clients
Retail and Institutional
Platforms
--
Established Date
12-03-2018
Office Locations
1

Office Locations

105 Laurel Creek Rd. Suite 11B Calhoun GA

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.

Team overview

-- AVG AGE
$41.4M AVG AUM / ADVISOR
$583.1K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Eagle peak Wave vertex

Custodian

Unison optima Glacier crest Wave focus Delta vector

Investment Themes

Catalyst Element Wave

Investment Vehicles

Focus matrix

Platform

Matrix ember

Services

Catalyst Glacier Element Matrix momentum Eagle element Capital Delta capital Vector atlas Delta catalyst

Owner & Executives

A

ADRIAN DEVON LYLES

Associate, Chief Compliance Officer, Managing Member

CRD
#5889785
Ownership
75% or more
(448) 384-1221
capital.glacier@pathwaycapital.com
in linkedin.com/in/capital-capital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $41,396,918

$41.4M Total SMA
Equity - Exchange:
19.7%
Public Funds:
35.5%
U.S. Government/Agency:
25.9%
Cash:
18.9%
Asset class Assets Assets %
Equity - Exchange $1,483,690,748 19.7%
Public Funds $2,673,655,917 35.5%
U.S. Government/Agency $1,950,639,105 25.9%
Cash $1,423,439,347 18.9%
Total $7,531,425,117 100.0%

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