Lyon Wealth Advisors Group, LLC
● SEC registered since 2025CRD 325041SEC# 801-133992Charlotte, NC
Reg. AUM
$311.4M
Employees
3
Accounts
686
Location
Charlotte, NC
Lyon Wealth Advisors Group, LLC assets under management
Lyon Wealth Advisors Group, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2025. It reports $311.4 million in regulatory assets under management and employs 3 people.
Lyon Wealth Advisors Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Liam Dunning Fitzgerald Control | Chief Compliance Officer | Under 5% | 2026 |
| Wesley Walden Lyon Control | Manager | Over 75% | 2023 |
Frequently asked questions
How much does Lyon Wealth Advisors Group, LLC manage?
Lyon Wealth Advisors Group, LLC reports $311.4 million in regulatory assets under management on its Form ADV.
How many employees does Lyon Wealth Advisors Group, LLC have?
Lyon Wealth Advisors Group, LLC reports 3 employees.
Where is Lyon Wealth Advisors Group, LLC located?
Lyon Wealth Advisors Group, LLC is based in Charlotte, NC and has been SEC-registered since 2025.
Does Lyon Wealth Advisors Group, LLC disclose fund performance?
Lyon Wealth Advisors Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8816 Red Oak Blvd., Suite 140, Charlotte, NC 28217 |
| Phone | 704-424-9780 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$311.4M▲ 57%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$311.4Mregulatory AUM
Discretionary $311.4M