Lyons Wealth Management, LLC
● SEC registered since 2009CRD 150581SEC# 801-70437Winter Park, FL
Ranks #5,671 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$109.1M
Fund GAV
$4.8M
Private funds
1
Employees
4
Accounts
112
Location
Winter Park, FL
Lyons Wealth Management, LLC assets under management
Lyons Wealth Management, LLC is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2009. It reports $109.1 million in regulatory assets under management and employs 4 people. Lyons Wealth Management, LLC manages 1 private fund with combined gross assets of $4.8 million, including Lyons Wealth Leverage Yield Fund Segregated Portfolio. By regulatory assets, it ranks 5,671 of 6,004 private fund managers.
Lyons Wealth Management, LLC private funds
1 funds · $4.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lyons Wealth Leverage Yield Fund Segregated Portfolio | Hedge | $4.8M | $100K |
Lyons Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Read Control | Cco | Over 75% | 2009 |
Frequently asked questions
How much does Lyons Wealth Management, LLC manage?
Lyons Wealth Management, LLC reports $109.1 million in regulatory assets under management on its Form ADV.
How many private funds does Lyons Wealth Management, LLC manage?
Lyons Wealth Management, LLC manages 1 private funds with combined gross assets of $4.8 million.
How many employees does Lyons Wealth Management, LLC have?
Lyons Wealth Management, LLC reports 4 employees.
Where is Lyons Wealth Management, LLC located?
Lyons Wealth Management, LLC is based in Winter Park, FL and has been SEC-registered since 2009.
Does Lyons Wealth Management, LLC disclose fund performance?
Lyons Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 280 W. Canton Ave Ste 430, Winter Park, FL 32789 |
| Phone | 407 951 8710 |
| Fax | 407-951-8720 |
| Office hours | 9:00 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.1M▼ 14%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
AUM vs fund managersTop 94%
Larger than 6% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$109.1Mregulatory AUM
Discretionary $109.1M