The LYONS WEALTH MANAGEMENT is a privately held investment adviser that advises $109.12mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LYONS WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 10.01% over the last 5-years.
The Group has been registered with the SEC for 17.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 280 W. CANTON AVE STE 430, WINTER PARK, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $109.12mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 4 other accounts. Assets of Individuals clients own $83.06mn or 76.12% of Total Assets and Investment Companies (IC) own $17.88mn or 16.39% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
LYONS WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.