# LYONS WEALTH MANAGEMENT

LYONS WEALTH MANAGEMENT is a RIA based in Winter Park, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Winter Park, United States
- **Region:** North America
- **Address:** Winter Park, FL, United States
- **Assets under management:** Undisclosed
- **Website:** lyonswealth.com
- **LinkedIn:** https://www.linkedin.com/company/lyons-wealth-management

## Regulatory record

- **CRD number:** 150581
- **SEC file number:** 801-70437
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150581

## About

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.

## People

- Ginny Lyons — Founder and President

## 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.

## Related profiles

- [Robert W. Colby Asset Management](https://altss.com/profile/robert-w-colby-asset-management-inc)
- [Meridian Investing](https://altss.com/profile/meridian-investing)

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

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