Alcyon Wealth Partners
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
FINTRXOverview
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.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities15%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Owners & executives
1 of 1Brandon Polish
Chief Operating OfficerCRD 5453808
Contacts
3 of 3
Don Sherwood
FounderCRD 4516281
Marc Presley
Founder & Managing PartnerCRD 2925516
Nicholas Bianco
Private Wealth ManagerCRD 7230862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Youngstown, OH
Mahoning
Location
Youngstown, OH
Headquartered in Youngstown, OH, anchoring the Youngstown-Warren, OH-PA metro in the Midwest.
- Metro area
- Youngstown-Warren, OH-PA
- Region
- Midwest
- County
- Mahoning
- Address
- 5121 Mahoning Ave
- Time zone
- ET (UTC-5)
- Office locations
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