# Lyles Wealth Management

Lyles Wealth Management is a Multi Family Office based in Calhoun, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Calhoun, United States
- **Region:** North America
- **Address:** Charleston, SC, United States
- **Assets under management:** Undisclosed
- **Website:** lyleswealth.com

## Regulatory record

- **CRD number:** 299373
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299373

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## 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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Last updated: 2026-07-06T01:24:20.601Z

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