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LYONS WEALTH MANAGEMENT
LYONS WEALTH MANAGEMENT is an SEC-registered investment adviser in WINTER PARK, FL, registered since 2009. The firm manages approximately $109 million in...
LYONS WEALTH MANAGEMENT
LYONS WEALTH MANAGEMENT is an SEC-registered investment adviser in WINTER PARK, FL, registered since 2009. The firm manages approximately $109 million in assets. It has 4 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Winter Park
Corporate office
Winter Park, FL, United States
Principals
Ginny Lyons
Founder and President
Frequently asked questions
Who makes investment decisions at Lyons Wealth Management?
Ginny Lyons, the firm's founder and president, leads the investment committee and personally directs portfolio construction. The firm runs a centralized investment process in-house rather than outsourcing to third-party strategists or model-portfolio providers. All asset-allocation policy and individual security selection flows through the internal committee.
What is the firm's geographic focus and client profile?
Lyons Wealth Management serves a concentrated base of high-net-worth families predominantly located in the Southeastern United States, with a particular concentration in Florida. The firm does not publicly disclose a client count, but its single-office structure and lean staffing suggest a deliberately small book of deeply served relationships rather than a mass-market retail practice.
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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