# Lyon Wealth Advisors

Lyon Wealth Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 325041
- **SEC file number:** 801-133992
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325041

## About

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.

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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