LYON WEALTH ADVISORY LLC

LYON WEALTH ADVISORY LLC is an SEC-registered investment adviser in Fresno, CA. It has one employee and one investment adviser. The firm is based in Fresno.

LYON WEALTH ADVISORY LLC

LYON WEALTH ADVISORY LLC is an SEC-registered investment adviser in Fresno, CA. It has one employee and one investment adviser. The firm is based in Fresno.

Website

lyonwealthadvisory.com

linkedin.com/company/lyon-wealth-advisory

General information

Firm type

Multi Family Office

What is LYON WEALTH ADVISORY LLC?

LYON WEALTH ADVISORY LLC is a multi family office tracked on Altss.

What does Altss track for LYON WEALTH ADVISORY LLC?

Altss maintains an OSINT-verified profile of LYON WEALTH ADVISORY LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is LYON WEALTH ADVISORY LLC's website?

LYON WEALTH ADVISORY LLC's public website is lyonwealthadvisory.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is LYON WEALTH ADVISORY LLC?

LYON WEALTH ADVISORY LLC is classified by Altss as a Multi Family Office.

How does Altss source intelligence on LYON WEALTH ADVISORY LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was LYON WEALTH ADVISORY LLC's Altss profile last updated?

LYON WEALTH ADVISORY LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.