Adviser Profile
| As of Date | 07/26/2025 |
| Registration status | Registration Changed to LYON WEALTH ADVISORS GROUP, LLC |
| ADV Location | CHARLOTTE, NC, United States |
| Contact Info | 704 xxxxxxx |
| AUM* | 198,389,898 23% |
| of that, discretionary | 198,389,898 23% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 400,788 23% |
| % High Net Worth | 49.12% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds