LYON WEALTH ADVISORS

Overview

Lyon Wealth Advisors is a fee-based registered investment adviser that manages portfolios for high-net-worth individuals, families and select institutional clients. The firm runs discretionary portfolio management as its primary activity, with advisory capabilities that include portfolio management for individuals/small businesses, portfolio management for businesses or institutions and pension consulting services. Investment positioning centers on widely available public funds and mutual funds as the core sleeve of client portfolios, while selectively allocating to third‑party alternative managers for private placements and real estate exposures. Lyon Wealth Advisors does not identify as an active ESG investor. The firm charges fees as a percentage of assets under management and operates under an individual ownership structure. Its model emphasizes outsourced fund managers and mutual fund vehicles for diversified exposure, supplemented by alternative investments where they offer additional return or diversification potential.

Assets & Accounts

Investments & Alternatives

Location & Offices