Lyons Wealth Management

Overview

Lyons Wealth Management is an independent registered investment adviser organized as an LLC and operating under individual ownership. The firm has been SEC-registered since 2009 and serves both high-net-worth individuals/families and institutional clients. Its advisory services include financial planning and portfolio management across individual and pooled vehicles, and it also manages investment companies. Lyons operates with a fee model that mixes a percentage-of-AUM schedule with performance-based fees, and it maintains broker-dealer registration activities as well as Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA) functions. Lyons identifies a clear preference for equity exposure in client portfolios and does not present itself as an active ESG investor. The firm is not structured as a capital allocator to third-party managers in the traditional sense, but its activities include managing private funds and allocating to select external alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices