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ALCYON WEALTH PARTNERS
ALCYON WEALTH ADVISORS, LLC
CRD 334909 · SEC 801-132263
5121 MAHONING AVENUE, SUITE 101, YOUNGSTOWN, OH, 44515-1847, United States
Phone
(330) 797-4088
Fax
(330)797-4089
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$356.5M
Discretionary AUM
$356.5M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $84.9M |
| High net worth individuals | 94 | $267.2M |
| Corporations/business entities | 12 | $4.4M |
States served
AZ, GA, NC, OH, PA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD