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LYON WEALTH ADVISORS
LYON WEALTH ADVISORS GROUP, LLC
CRD 325041 · SEC 801-133992
8816 RED OAK BLVD., SUITE 140, CHARLOTTE, NC, 28217, United States
Phone
704-424-9780
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$311.4M
Discretionary AUM
$311.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.8M |
| High net worth individuals | 115 | $137.7M |
| Pension/profit sharing plans | 102 | $171.0M |
States served
AL, CA, CO, GA, NC, PA, SC, TN, VA, TX, NH, FL
Official SEC filing: View on IAPD