Lymanwealth LLC
Firm details
- Headquarters
- Alpine, Utah
- CRD number
- 315973
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lymanwealth LLC is an independent registered investment adviser organized as an LLC that provides portfolio management services to individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and concentrates its adviser services on discretionary portfolio management rather than institutional consulting or pension work. Lymanwealth reports it does not emphasize ESG investing and is not structured as a multi-state adviser or a dedicated capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Contacts
3 of 3Mark Lyman
Co-OwnerCRD 7498113
Benjamin Lyman
Co-FounderCRD 7412571
Brett Lyman
Co-FounderCRD 7412568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpine, UT
Utah
Location
Alpine, UT
Headquartered in Alpine, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 530 N Alpine Blvd
- Time zone
- MT (UTC-7)
- Office locations
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