Alcyon Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Youngstown, OH. Its latest Form ADV filing, dated March 10, 2026, reports $356M in regulatory assets under management, 5 employees, and 1,096 accounts.
Assets Under Management
$356M
Employees
5
Offices
--
Total Clients
395
Primary office
YOUNGSTOWN, OH
5121 MAHONING AVENUE, SUITE 101, YOUNGSTOWN, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
289
2
HNWI
23.8%
94
3
Corporations
3.0%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$356Mas of March 10, 2026
Discretionary100.0%
$356M
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$356M
Total Accounts1,096
10Y AUM Change+$356M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee79:1
10Y Employee Change+4 (+400.0%)
* 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.