Investment adviser · CRD 325041
LYON WEALTH ADVISORS
Investment adviser filing (IA)
LYON WEALTH ADVISORS GROUP, LLC
CHARLOTTE, NC, United States · Form ADV filed Jan 29, 2026
- Regulatory AUM
- $311M Form ADV · Item 5.F
- Client accounts
- 686 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Retirement plans | 102 | $170,952,930 | 54.9% |
| High-net-worth individuals | 115 | $137,654,068 | 44.2% |
| Individuals | 8 | $2,809,266 | 0.9% |
Filing source
Form ADV 2046847 · Jan 29, 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: Jan 29, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
8816 RED OAK BLVD., SUITE 140CHARLOTTE, NC, 28217, United States
CRD 325041
Filing source
Form ADV 2046847 · Jan 29, 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.