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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 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 |
|---|---|---|---|---|
| LYON, WESLEY, WALDEN | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, WESLEY, WALDEN | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, WESLEY, WALDEN | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (7)
CA FL NC NH PA SC TX
Address
8816 RED OAK BLVD.SUITE 140
CHARLOTTE, NC 28217
United States
Phone: 704-424-9780