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 SEC-registered in 2025. The firm is individually owned and serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management. Filings indicate the firm does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3Nicholas Bianco
Private Wealth ManagerCRD 7230862
DON SHERWOOD
FounderCRD 4516281
MARC PRESLEY
Founder & Managing PartnerCRD 2925516
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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