LYONS WEALTH MANAGEMENT, LLC
Doing business as LYONS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$109,121,693
Discretionary
$109,121,693
Non-discretionary
$0
Firm details
- CRD number
- 150581
- SEC file number
- 801-70437
- Main office
- WINTER PARK, FL, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.