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Lyon Wealth Advisors
Lyon Wealth Advisors is an RIA with limited public disclosure, operating as a private wealth management advisory firm.
Lyon Wealth Advisors
LYON WEALTH ADVISORS is an SEC-registered investment adviser in CHARLOTTE, NC, registered since 2025. The firm manages approximately $311 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Lyon Wealth Advisors offer?
As a registered investment advisor (RIA), Lyon Wealth Advisors likely provides investment management, financial planning, and fiduciary advisory services to clients. The specific scope of services cannot be confirmed without firm disclosure.
Is Lyon Wealth Advisors a family office?
It may operate as a single-family office or multi-family office under an RIA structure, but public records do not confirm this classification. The firm's limited disclosure prevents definitive characterization.
Where is Lyon Wealth Advisors headquartered?
The firm's headquarters city and country are not publicly available from the provided inputs. Its location remains unconfirmed.
Who are the principals at Lyon Wealth Advisors?
No named principals are publicly linked to Lyon Wealth Advisors. The firm does not disclose leadership in available records.
What is the AUM of Lyon Wealth Advisors?
Lyon Wealth Advisors does not publicly disclose AUM. The figure remains undisclosed.
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.
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