Investment adviser · CRD 150581

LYONS WEALTH MANAGEMENT

Investment adviser filing (IA)

LYONS WEALTH MANAGEMENT, LLC

WINTER PARK, FL, United States · Form ADV filed Apr 1, 2026

Regulatory AUM: $109M
Client accounts: 112
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	106	$83,064,572	76.1%
Investment companies	1	$17,880,247	16.4%
Pooled investment vehicles	1	$4,758,602	4.4%
Retirement plans	4	$3,418,272	3.1%

Filing source

Form ADV 2090504 · Apr 1, 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LYONS WEALTH LEVERAGE YIELD FUND SEGREGATED PORTFOLIOHedge Fund · Last reported Apr 1, 2026$4.76MGross asset value

Fund administrator OAKWOOD FUND SERVICE LIMITED HONG KONG, Hong Kong Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAKER TILLEY INTERNATIONAL MHA CAYMAN, Cayman Islands

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

INTERACTIVE BROKERS LLC
SEC 8-47257

Fund details & source

Fund ID: 805-3613207257
Reported beneficial owners: 3
Minimum commitment: $100K

Form ADV 2090504 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MEERKAT HEDGE PARTNERS FUND, LPHedge Fund · Last reported Sep 1, 2017$836KGross asset value

Form D fundraising filings

Meerkat Hedge Partners Fund LP

Fund administrator MARY COX CPA DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor MOORE STEPHENS LOVELACE WINTER PARK, Florida, United States

Custodian INTERACTIVE BROKERS LLC ORLANDO, Florida, United States Related to adviser: No

Custodian JP MORGAN CHASE WINTER PARK, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

INTERACTIVE BROKERS LLC
SEC 8-47257

Fund details & source

Fund ID: 805-3191123404
Reported beneficial owners: 16
Minimum commitment: $50K
Form D file number: 021-135847

Form ADV 1138167 · Sep 1, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

280 W. CANTON AVE STE 430
WINTER PARK, FL, 32789, United States

CRD 150581

Filing source

Form ADV 2090504 · Apr 1, 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.