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| Happy Holidays!! thanks for using AUM13F!! |
| Lyon Wealth Advisors Group LLC
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|---|---|
| CRD # | 325041 |
| SEC # | 801-133992 |
| CIK # | |
| AUM | $198.4 M (2025-07-01) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 704-424-9780 |
| Address | 8816 Red Oak Blvd Charlotte, NC 28217 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.0 |
| (b) Individuals (high net worth individuals) | 84 | 89.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 81 | 107.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 495 | 198.4 |
| By Discretionary | ||
| Discretionary | 495 | 198.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 495 | 198.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.4 | |
| Total | 495 | 198.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Camelot Technology Advisors Inc
✚
|
CA | 0.2 |
|
BA Schrock Wealth Management Inc
✚
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OH | 0.2 |
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Big Sioux Financial Inc
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SD | 0.2 |
|
Arlington Capital Management Inc
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|
IL | 0.2 |
|
Figure 8 Investment Strategies LLC
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|
ID | 0.2 |
|
DaVinci Financial Designs LLC
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|
SC | 0.2 |
|
Aldebaran Financial Inc
✚
|
TN | 0.2 |
|
IFS Advisors LLC
✚
|
KS | 0.2 |
|
Blackridge Asset Management LLC
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|
FL | 0.2 |
|
Primoris Wealth Advisors LLC
✚
|
FL | 0.2 |