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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alcyon Wealth Advisors LLC
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|---|---|
| CRD # | 334909 |
| SEC # | 801-132263 |
| CIK # | |
| AUM | $315.6 M (2025-07-25) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 330-797-4088 |
| Address | 5121 Mahoning Avenue Youngstown, OH 44515-1847 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 62.9 |
| (b) Individuals (high net worth individuals) | 103 | 248.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 904 | 315.6 |
| By Discretionary | ||
| Discretionary | 904 | 315.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 904 | 315.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.6 | |
| Total | 904 | 315.6 |
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|---|---|---|
|
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CA | 0.3 |
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FL | 0.3 |
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MI | 0.3 |
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IL | 0.3 |
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Weybosset Research & Management LLC
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RI | 0.3 |
|
JBR Co Financial Management Inc
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OK | 0.3 |
|
Midwest Heritage Bank FSB
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|
IA | 0.3 |
|
Dean Roland Russell LLC
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CA | 0.3 |
|
Bouvel Investment Partners LLC
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PA | 0.3 |
|
Merit Financial Partners LLC
✚
|
NY | 0.3 |