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Alcyon Wealth Advisors, LLC

● SEC registered since 2025CRD 334909SEC# 801-132263Youngstown, OH
Export (members)
Reg. AUM
$315.6M
Employees
6
Accounts
904
Location
Youngstown, OH

Alcyon Wealth Advisors, LLC assets under management

Alcyon Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Youngstown, OH. The firm has been registered since 2025. It reports $315.6 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/alcyon-wealth-partnersView on SEC.gov ↗

Alcyon Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brandon L Polish ControlPrincipal And Chief Compliance OfficerUnder 5%2025
Don Richard Sherwood ControlPrincipal / Managing Member / Financial Advisor50-75%2025
Marc Andrew Presley ControlPrincipal / Managing Member / Financial Advisor50-75%2025

Frequently asked questions

How much does Alcyon Wealth Advisors, LLC manage?

Alcyon Wealth Advisors, LLC reports $315.6 million in regulatory assets under management on its Form ADV.

How many employees does Alcyon Wealth Advisors, LLC have?

Alcyon Wealth Advisors, LLC reports 6 employees.

Where is Alcyon Wealth Advisors, LLC located?

Alcyon Wealth Advisors, LLC is based in Youngstown, OH and has been SEC-registered since 2025.

Does Alcyon Wealth Advisors, LLC disclose fund performance?

Alcyon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5121 Mahoning Avenue, Suite 101, Youngstown, OH 44515-1847
Phone(330) 797-4088
Fax(330)797-4089
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$315.6M
Non-discretionary$0
Total (RAUM)$315.6M