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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | OFFICE MANAGER | NA | |
| FALCONER, KERRY, MERRIGAN | I | MANAGING DIRECTOR, OPERATIONS & CLIENT RELATIONS / CCO | NA | |
| FALCONER, KERRY, MERRIGAN | I | MANAGING DIRECTOR, OPERATIONS & CLIENT RELATIONS / CCO | NA | |
| FALCONER, KERRY, MERRIGAN | I | MANAGING DIRECTOR, OPERATIONS & CLIENT RELATIONS / CCO | NA | |
| FALCONER, KERRY, MERRIGAN | I | MANAGING DIRECTOR, OPERATIONS & CLIENT RELATIONS / CCO | NA | |
| FALCONER, KERRY, MERRIGAN | I | MANAGING DIRECTOR, OPERATIONS & CLIENT RELATIONS / CCO | NA | |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| READ, ALEXANDER | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| COSGROVE, MARK, JAMES | I | MEMBER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| READ, ALEXANDER | I | CEO | E | Control |
| READ, ALEXANDER | I | CEO | E | Control |
| READ, ALEXANDER | I | CEO | E | Control |
| READ, ALEXANDER | I | CEO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CEO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
| READ, ALEXANDER | I | CCO | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (48)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA SC SD TN TX VA VT WA WI WV
Address
280 W. CANTON AVE STE 430WINTER PARK, FL 32789
United States
Phone: 407 951 8710