L
$311.4M Total AUM
$311.4M Disc. AUM
-- 3Y CAGR
3 Employees
225 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2023
- Office Locations
- 1
Office Locations
8816 RED OAK Blvd. Suite 140 Charlotte NC
About Lyon Wealth Advisors
Lyon Wealth Advisors is a Charlotte-based RIA. The firm has been operating for 3 years. Managing $311.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Empower.
Team overview
25 AVG AGE
$103.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WESLEY WALDEN LYON II
Advisor, Manager
- CRD
- #6415348
- Ownership
- 75% or more
Available
Available
Available
Liam Dunning Fitzgerald
Chief Compliance Officer, Paraplanner
- CRD
- #7127966
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
L
LEE THOMAS MANN
--
- CRD
- #6296619
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,416,264 | $453,960 |
| Non-Discretionary | $0 | -- |
| Total | $311,416,264 | $453,960 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing