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LYONS WEALTH MANAGEMENT
Legal name: LYONS WEALTH MANAGEMENT, LLC
CRD 150581File 801-70437
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$109.1M
Bottom 25% of cohort (national)
Discretionary AUM
$109.1M
Clients
112
112 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 28, 2009
- Principal office
- 280 W. CANTON AVE STE 430, WINTER PARK, FL, 32789
- Phone
- 407 951 8710
- Website
- HTTP://WWW.LYONSWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.1M
- Discretionary AUM
- $109.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 112
- Non-discretionary accounts
- 0
- Total accounts
- 112
- AUM per client
- $974K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $17.9M |
| Pooled investment vehicles | 1 | $4.8M |
| Pension and profit sharing plans | 4 | $3.4M |
| Individuals (other than high net worth individuals) | 106 | $83.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 257 | 112 | decreased by145 |
| May 1, 2026 | AUM | $127,037,019 | $109,121,693 | decreased by$17,915,326 |
| May 1, 2026 | Accounts | 257 | 112 | decreased by145 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 147 | 257 | increased by110 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $174,168,963 | $127,037,019 | decreased by$47,131,944 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 146 | 257 | increased by111 |
| Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| Oct 1, 2022 | Clients | 142 | 147 | increased by5 |
| Oct 1, 2022 | AUM | $147,533,457 | $174,168,963 | increased by$26,635,506 |
| Oct 1, 2022 | Accounts | 141 | 146 | increased by5 |
| Apr 1, 2022 | Clients | 129 | 142 | increased by13 |
| Apr 1, 2022 | AUM | $99,196,983 | $147,533,457 | increased by$48,336,474 |
| Apr 1, 2022 | Accounts | 128 | 141 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LYONS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LYONS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.