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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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