Investment adviser · CRD 334909
ALCYON WEALTH PARTNERS
Investment adviser filing (IA)
ALCYON WEALTH ADVISORS, LLC
YOUNGSTOWN, OH, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $356M Form ADV · Item 5.F
- Client accounts
- 1,096 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $267,246,535 | 75.0% |
| Individuals | 289 | $84,865,773 | 23.8% |
| Corporations & businesses | 12 | $4,380,525 | 1.2% |
Filing source
Form ADV 2126635 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
5121 MAHONING AVENUE, SUITE 101YOUNGSTOWN, OH, 44515-1847, United States
CRD 334909
Filing source
Form ADV 2126635 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.