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Lyon Wealth Advisors Group, LLC

● SEC registered since 2025CRD 325041SEC# 801-133992Charlotte, NC
Export (members)
Reg. AUM
$198.4M
Employees
3
Accounts
495
Location
Charlotte, NC

Lyon Wealth Advisors Group, LLC assets under management

Lyon Wealth Advisors Group, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2025. It reports $198.4 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Lyon Wealth Advisors Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Wesley Walden Lyon ControlManager, Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Lyon Wealth Advisors Group, LLC manage?

Lyon Wealth Advisors Group, LLC reports $198.4 million in regulatory assets under management on its Form ADV.

How many employees does Lyon Wealth Advisors Group, LLC have?

Lyon Wealth Advisors Group, LLC reports 3 employees.

Where is Lyon Wealth Advisors Group, LLC located?

Lyon Wealth Advisors Group, LLC is based in Charlotte, NC and has been SEC-registered since 2025.

Does Lyon Wealth Advisors Group, LLC disclose fund performance?

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

Contact & registration

Address8816 Red Oak Blvd., Suite 140, Charlotte, NC 28217
Phone704-424-9780
Office hours9:00a.m.-5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$198.4M
Non-discretionary$0
Total (RAUM)$198.4M