LYONS WEALTH MANAGEMENT, LLC
Legal name: LYONS WEALTH MANAGEMENT
CRD #150581 SEC #801-70437 WINTER PARK, FL 407 951 8710
SEC Registered Private Funds
Total AUM
$127M
Discretionary
$127M
Employees
4
Clients
25
Accounts
257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $127M | $127M | $0 | 4 | 257 |
| Mar 2024 | $159.7M | $159.7M | $0 | 7 | 139 |
| Mar 2023 | $180.5M | $180.5M | $0 | 7 | 0 |
| Sep 2022 | $174.2M | $174.2M | $0 | 6 | 0 |
| Mar 2022 | $147.5M | $147.5M | $0 | 4 | 0 |
| Mar 2021 | $99.2M | $99.2M | $0 | 4 | 0 |
| Jan 2021 | $95.1M | $95.1M | $0 | 4 | 0 |
| Oct 2020 | $95.1M | $95.1M | $0 | 4 | 0 |
| Jun 2020 | $95.1M | $95.1M | $0 | 4 | 0 |
| May 2020 | $95.1M | $95.1M | $0 | 4 | 0 |
| Apr 2020 | $95.1M | $95.1M | $0 | 4 | 0 |
| Apr 2020 | $95.4M | $95.4M | $0 | 4 | 0 |
| Feb 2020 | $154.8M | $154.8M | $0 | 4 | 0 |
| Oct 2019 | $154.8M | $154.8M | $0 | 4 | 0 |
| Feb 2019 | $154.8M | $154.8M | $0 | 4 | 0 |
| Dec 2018 | $185.4M | $185.4M | $0 | 4 | 0 |
| Oct 2018 | $185.4M | $185.4M | $0 | 6 | 0 |
| Mar 2018 | $185.4M | $185.4M | $0 | 6 | 0 |
| Sep 2017 | $199.5M | $199.5M | $0 | 6 | 300 |
| Feb 2017 | $199.5M | $199.5M | $0 | 6 | 300 |
| Feb 2016 | $234.4M | $234.4M | $0 | 9 | 300 |
| Dec 2015 | $260.9M | $260.9M | $0 | 10 | 300 |
| Aug 2015 | $260.9M | $260.9M | $0 | 10 | 300 |
| Aug 2015 | $260.9M | $260.9M | $0 | 10 | 300 |
| Jul 2015 | $260.9M | $260.9M | $0 | 10 | 300 |
| Jun 2015 | $260.9M | $260.9M | $0 | 10 | 300 |
| Mar 2015 | $260.9M | $260.9M | $0 | 10 | 300 |
| May 2014 | $207.6M | $207.6M | $0 | 10 | 400 |
| Apr 2014 | $207.6M | $207.6M | $0 | 10 | 400 |
| Jan 2014 | $207.6M | $207.6M | $0 | 10 | 400 |
| Jan 2014 | $160.8M | $160.8M | $0 | 10 | 4,000 |
| Oct 2013 | $160.8M | $160.8M | $0 | 10 | 4,000 |
| Mar 2013 | $160.8M | $160.8M | $0 | 10 | 4,000 |
| Dec 2012 | $439.5M | $439.5M | $0 | 10 | 2,100 |
| Sep 2012 | $439.5M | $439.5M | $0 | 11 | 2,100 |
| Jun 2012 | $439.5M | $439.5M | $0 | 11 | 2,100 |
| Apr 2012 | $439.5M | $439.5M | $0 | 11 | 2,100 |
| Aug 2011 | $225M | $225M | $0 | 10 | -- |
| Mar 2011 | $225M | $225M | $0 | 10 | -- |
| Feb 2011 | $225M | $225M | $0 | 10 | -- |
| Jan 2011 | $225M | $225M | $0 | 10 | -- |
| Jan 2011 | $242.5M | $242.5M | $0 | 10 | -- |
| Sep 2010 | $242.5M | $242.5M | $0 | 10 | -- |
| Sep 2010 | $242.5M | $242.5M | $0 | 10 | -- |
| Oct 2009 | $198.6M | $198.6M | $0 | 10 | -- |
| Oct 2009 | $198.6M | $198.6M | $0 | 10 | -- |
DateApr 2025
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients257
DateMar 2024
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees7
Clients139
DateMar 2023
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$95.1M
Discretionary$95.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2019
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$199.5M
Discretionary$199.5M
Non-Disc.$0
Employees6
Clients300
DateFeb 2017
Total AUM$199.5M
Discretionary$199.5M
Non-Disc.$0
Employees6
Clients300
DateFeb 2016
Total AUM$234.4M
Discretionary$234.4M
Non-Disc.$0
Employees9
Clients300
DateDec 2015
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients300
DateAug 2015
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients300
DateAug 2015
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients300
DateJul 2015
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients300
DateJun 2015
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients300
DateMar 2015
Total AUM$260.9M
Discretionary$260.9M
Non-Disc.$0
Employees10
Clients300
DateMay 2014
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees10
Clients400
DateApr 2014
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees10
Clients400
DateJan 2014
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees10
Clients400
DateJan 2014
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees10
Clients4,000
DateOct 2013
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees10
Clients4,000
DateMar 2013
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees10
Clients4,000
DateDec 2012
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees10
Clients2,100
DateSep 2012
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees11
Clients2,100
DateJun 2012
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees11
Clients2,100
DateApr 2012
Total AUM$439.5M
Discretionary$439.5M
Non-Disc.$0
Employees11
Clients2,100
DateAug 2011
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$198.6M
Discretionary$198.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$198.6M
Discretionary$198.6M
Non-Disc.$0
Employees10
Clients--