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Lyles Wealth Management
LYLES WEALTH MANAGEMENT LLC is a state-registered investment adviser in CALHOUN, GA. The firm manages $41 million in assets, $40 million on a discretionary...
Overview
LYLES WEALTH MANAGEMENT LLC is a state-registered investment adviser in CALHOUN, GA. The firm manages $41 million in assets, $40 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Calhoun
Corporate office
Charleston, SC, United States
Sector focus
Frequently asked questions
How does Lyles Wealth Management structure its client engagements?
The firm uses separately managed accounts rather than commingled funds, tailoring portfolios to each client's financial plan. This structure allows customization of asset allocation across public equities, fixed income, and alternatives (per firm website).
Does Lyles Wealth Management make direct investments or co-investments?
Public information does not indicate direct private investments or co-investment activity. The firm's investment approach focuses on traditional liquid asset classes, with possible exposure to alternatives through third-party vehicles (per firm website).
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