← Directory
ALCYON WEALTH PARTNERS
Legal name: ALCYON WEALTH ADVISORS, LLC
CRD 334909File 801-132263
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$356.5M
Below cohort median (national)
Discretionary AUM
$356.5M
Clients
395
1,096 accounts
Employees
5
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 27, 2025
- Principal office
- 5121 MAHONING AVENUE, SUITE 101, YOUNGSTOWN, OH, 44515-1847
- Phone
- (330) 797-4088
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $356.5M
- Discretionary AUM
- $356.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,096
- Non-discretionary accounts
- 0
- Total accounts
- 1,096
- AUM per client
- $903K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $4.4M |
| High net worth individuals | 94 | $267.2M |
| Individuals (other than high net worth individuals) | 289 | $84.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 |
|---|---|---|---|
| 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.