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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2009
- Office Locations
- 1
Office Locations
About Lyons Wealth Management
Lyons Wealth Management (founded 2009, Florida) is an RIA providing comprehensive financial planning and proactive investment management for affluent families, executives with concentrated stock positions, business owners, and charitable fiduciaries. The firm runs income-focused covered call portfolios, tactical allocation SMAs, and a small-cap value strategy using its proprietary GRAPES valuation model, and also serves as a sub-advisor to other investment professionals.
Reported data analysis
What the numbers show
Between April 1, 2025 and April 1, 2026, reported AUM decreased 14.1%, from $127.0M to $109.1M.
Across 5 reported observations, AUM decreased 37.3% between September 21, 2022 and April 1, 2026, from $174.2M to $109.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 112 clients, or 37.3 clients per representative. That equates to $974.3K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ALEXANDER READ
Chief Compliance Officer, President
- CRD
- #2254224
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Austin Jack
Portfolio Analyst
- CRD
- #8146068
JEROEN LINDERS
--
- CRD
- #6473178
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,121,693 | $974,301 |
| Non-Discretionary | $0 | -- |
| Total | $109,121,693 | $974,301 |
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Separately Managed Accounts
SMA allocation detail is available
Lyons Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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