ALCYON WEALTH ADVISORS, LLC
Legal name: ALCYON WEALTH PARTNERS
CRD #334909 SEC #801-132263 YOUNGSTOWN, OH (330) 797-4088
SEC Registered
Total AUM
$315.6M
Discretionary
$315.6M
Employees
6
Clients
0
Accounts
904
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 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 |
|---|---|---|---|---|
| POLISH, BRANDON, L | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| POLISH, BRANDON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHERWOOD, DON, RICHARD | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| PRESLEY, MARC, ANDREW | I | PRINCIPAL / MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| PRESLEY, MARC, ANDREW | I | PRINCIPAL / MANAGING MEMBER / FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER | D | Control |
| PRESLEY, MARC, ANDREW | I | PRINCIPAL / MANAGING MEMBER / FINANCIAL ADVISOR | D | Control |
| PRESLEY, MARC, ANDREW | I | PRINCIPAL / MANAGING MEMBER / FINANCIAL ADVISOR | D | Control |
| SHERWOOD, DON, RICHARD | I | PRINCIPAL / MANAGING MEMBER | D | Control |
| SHERWOOD, DON, RICHARD | I | PRINCIPAL / MANAGING MEMBER / FINANCIAL ADVISOR | D | Control |
| SHERWOOD, DON, RICHARD | I | PRINCIPAL / MANAGING MEMBER / FINANCIAL ADVISOR | D | Control |
| SHERWOOD, DON, RICHARD | I | PRINCIPAL / MANAGING MEMBER / FINANCIAL ADVISOR | D | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (9)
AZ FL GA MO NC NH OH PA TX
Address
5121 MAHONING AVENUESUITE 101
YOUNGSTOWN, OH 44515-1847
United States
Phone: (330) 797-4088