LYONS WEALTH MANAGEMENT

Legal name: LYONS WEALTH MANAGEMENT, LLC

CRD 150581File 801-70437

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$109.1M

Bottom 25% of cohort (national)

Discretionary AUM

$109.1M

Clients

112

112 accounts

Employees

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: HTTPS://WWW.LINKEDIN.COM/COMPANY/LYONS-WEALTH-MANAGEMENT/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.