Alcyon Wealth Partners

RIASEC Registered

Total AUM

$356M

Discretionary

$356M

100% of AUM

Avg account

$325K

Accounts

1,096

Employees

Advisory reps

Firm details

Headquarters: Youngstown, Ohio
CRD number: 334909
Registered since: March 27, 2025
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI74.97%
Individuals23.81%
Corporations / Businesses1.23%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Alcyon Wealth Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its revenue model is fee-based, charging a percentage of assets under management. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. An insurance company appears among its industry affiliations. Alcyon is SEC-registered as of 2025.