Lyons Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated April 1, 2026, reports $109M in regulatory assets under management, 4 employees, and 112 accounts.
Assets Under Management
$109M
Employees
4
Offices
--
Total Clients
112
Primary office
WINTER PARK, FL
280 W. CANTON AVE STE 430, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
106
2
Pension Plans
3.6%
4
3
Investment Cos.
0.9%
1
4
Pooled Investment Vehicles
0.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of April 1, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$109M
Total Accounts112
10Y AUM Change$-90M (-45.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.