$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
3 Employees
231 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2022
- Office Locations
- 2
Office Locations
530 N Alpine Blvd Alpine UT
-- Stockton UT
About Lymanwealth LLC
Lymanwealth LLC is a Alpine-based RIA with 2 offices. The firm has been operating for 4 years. Managing $16.2M in total assets under management, with 3 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance.
Team overview
-- AVG AGE
$5.4M AVG AUM / ADVISOR
$70.2K AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Insight Element Vital
Investment Vehicles
Vector Legacy delta
Services
Bridge signal
Owner & Executives
B
Benjamin M Lyman
Chief Compliance Officer, Investment Advisor, PRINCIPAL OWNER
- CRD
- #7412571
- Ownership
- 25% but less than 50%
(488) 388-4892
north.catalyst@beaconcapital.com
in linkedin.com/in/optima-alpha
B
Brett J Lyman
Financial Advisor, PRINCIPAL OWNER
- CRD
- #7412568
- Ownership
- 25% but less than 50%
(956) 907-8865
focus.vertex@northcapital.com
in linkedin.com/in/meridian-capital
N
North north
Atlas vital
- CRD
- #65486
- Ownership
- 6.8%
(250) 547-6936
delta.eagle@unisoncapital.com
in linkedin.com/in/atlas-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,213,491 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,213,491 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,213,491
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,952,361,846 | 100.0% |
| Total | $7,952,361,846 | 100.0% |