LYON WEALTH ADVISORS GROUP, LLC
Legal name: LYON WEALTH ADVISORS
CRD #325041 SEC #801-133992 CHARLOTTE, NC 704-424-9780
SEC Registered
Total AUM
$198.4M
Discretionary
$198.4M
Employees
3
Clients
51
Accounts
495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $198.4M | $198.4M | $0 | 3 | 0 |
| Jul 2025 | $198.4M | $198.4M | $0 | 3 | 0 |
| Jun 2025 | $198.4M | $198.4M | $0 | 3 | 0 |
DateOct 2025
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees3
Clients0