LYON WEALTH ADVISORS GROUP, LLC
Doing business as LYON WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$311,416,264
Discretionary
$311,416,264
Non-discretionary
$0
Firm details
- CRD number
- 325041
- SEC file number
- 801-133992
- Main office
- CHARLOTTE, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.