Ranks #5,311 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$127M
Fund GAV
$11.7M
Private funds
1
Employees
4
Accounts
257
Location
Winter Park, FL
Lyons Wealth Management, LLC assets under management
Lyons Wealth Management, LLC is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2009. It reports $127 million in regulatory assets under management and employs 4 people. Lyons Wealth Management, LLC manages 1 private fund with combined gross assets of $11.7 million, including Lyons Wealth Leverage Yield Fund Segregated Portfolio. By regulatory assets, it ranks 5,311 of 5,911 private fund managers.
How much does Lyons Wealth Management, LLC manage?
Lyons Wealth Management, LLC reports $127 million in regulatory assets under management on its Form ADV.
How many private funds does Lyons Wealth Management, LLC manage?
Lyons Wealth Management, LLC manages 1 private funds with combined gross assets of $11.7 million.
How many employees does Lyons Wealth Management, LLC have?
Lyons Wealth Management, LLC reports 4 employees.
Where is Lyons Wealth Management, LLC located?
Lyons Wealth Management, LLC is based in Winter Park, FL and has been SEC-registered since 2009.
Does Lyons Wealth Management, LLC disclose fund performance?
Lyons Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.