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LYON WEALTH ADVISORY LLC
CRD 335837
8050 N PALM AVE, SUITE 310, FRESNO, CA, 93711, United States
Phone
559-764-7993
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD