Lyons Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Lyons Wealth Management LLC
CRD #150581
SEC #801-70437
CIK #
AUM $154.8 MM (100% Disc, 99% US, 2020-02-19)
Employees4 (50% Investors, 0% Brokers)
Phone407-951-8710
Address1470 Gene Street
Winter Park, FL 32789
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
4403522641768802009201320172021
Sector Issuer Cap ($MM) Value ($MM)
UPS 83,690.0 5.2
NTAP 9,980.0 2.9
MSFT 1,376,930.0 1.2
WM 42,880.0 1.0
XOM 194,220.0 1.0
AAPL 1,372,810.0 0.9
VZ 224,690.0 0.9
DIS 218,470.0 0.9
TJX 66,240.0 0.9
BA 81,670.0 0.8
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Meerkat Hedge Partners Fund LP [2009-11-04] 1.7 0.8
View All
Fund Directors # Filings # Firms 2011 - 2020
Alexander Read 1 1
Lyons Wealth Holdings LLC 1 1
Mark Cosgrove 1 1
Comparable Firms State AUM ($BB)
Crystal Rock Capital Management LLC
IL 0.2
Hillman Capital Management Inc
MD 0.2
Chicago Wealth Management Inc
IL 0.2
Seacrest Investment Management LLC
NY 0.2
COE Capital Management LLC
IL 0.2
Dreman Value Management LLC
FL 0.2
Horn Eichenwald Investments Corp
FL 0.2
Ironwood Investment Management LLC
MA 0.2
OMT Capital Management LLC
CA 0.2
Pacific View Asset Management LLC
CA 0.1
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