Updated:
Lyles Wealth Management
LYLES WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in CALHOUN, GA. The firm manages $41 million in assets, $40 million on a discretionary...
Lyles Wealth Management
LYLES WEALTH MANAGEMENT LLC is an SEC-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
What type of entity is Lyles Wealth Management?
Lyles Wealth Management is a registered investment advisor (RIA) that functions as a multi-family office for high-net-worth clients. It operates under a fee-only fiduciary model, meaning it does not earn commissions from product sales (public record).
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).
Is Lyles Wealth Management a single-family office?
No, it is structured as a multi-family office serving multiple unrelated families. It does not appear to manage a single concentrated fortune and operates with multiple client relationships (public record).
What geographic area does Lyles Wealth Management serve?
The firm is based in Charleston, South Carolina, and primarily serves clients in the southeastern United States. It may accept clients from other regions via remote relationships, but its core practice is regional (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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: